Creating a Custom Purchase Order Approval Workflow

The instructions in this section show you how to edit or add conditions, actions, transitions, and other components of the PO Approval Workflow. Before changing the workflow and its components, you can read the description and process flow in the topic Purchase Order Approval Workflow SuiteApp States.

To edit a condition:

To edit the condition of an action or transition, open the workflow state page where the component is set up.

From this page, you can view the specific component details and make the changes to the condition.
On the action or transition page, select an option for creating your condition.
When using the Visual Builder, click the icon beside the Condition field.
If you select the Custom Formula option, the Formula field is enabled where you can enter your custom formula.

The following image displays a sample of the condition of a workflow transition.

For specific instructions on using Visual Builder, see Using the Condition Builder. For more information, see Using a Custom Formula.

To reorder actions:

To change the order of actions in a state or transfer it to another state, on the Workflow State page, click the Actions subtab.
Drag and drop an action before or after another action or group.

Alternately, on the Workflow Action page, in the Insert Before field, select where you want the action to be moved in front of. On the same page, in the State field, you can select the state where you want the action to be transferred to. Do not forget to save your changes. For more information about actions, see Working with Actions.

To edit a transition:

To view the transitions that are defined on a state, on the Workflow State page, click the Transitions subtab.
Next to the transition you want to edit, click Edit.
To add or update a transition trigger for the, select an option in the Transition On field.
On the Transitions subtab, click New Transition.

For more information, see Working with Transitions.

To add a custom field:

On the workflow details pane, click the Workflow subtab.
Click the Workflow subtab.
Click the Fields subtab.
To define the properties of a new field, at the bottom of the pane click New Workflow Field.

A blank Workflow Field page appears.

Custom fields can be used across all states of a workflow, called instance fields, or limited to a state, called state fields.

Alternatively, from the Workflow Field page Workflow page, on the Workflow subtab, click the pencil icon. On the Workflow page, click New Field.

To create a state field, open the State page by double-clicking the state from the workflow diagram. Alternately, if the State subtab is displayed on the navigation page, you can click the pencil icon. On the State page, click the Fields subtab, and then click New Field.

On the Workflow State Field page, enter the properties for the new custom state field.

For more information about setting up custom fields, see Working with Custom Fields.

Additional Information

SuiteFlow Overview
Editing a Workflow

To edit a condition:

To reorder actions:

To edit a transition:

To add a custom field:

Additional Information

Related Topics