Creating a Custom Invoice Approval Workflow
The instructions in this section show you how to edit or add conditions, actions, transitions, and other components of the Invoice Approval Workflow. The customization is done mostly within the workflow states. To learn more about the states, Invoice Approval Workflow States. For more information about workflow customization, see Editing a Workflow. For more options on customization, see Disabling Exception Criteria.
When modifying the workflow components or reordering the sequence of actions, take note of any dependent conditions or triggers that might affect the flow of processing.
After creating your custom workflow, you have to disable the original Invoice Approval Workflow in case it is still running. To do so, change the release status to Not Running. When the original workflow is already disabled, you can run your custom workflow by setting its release status to Released. For instructions on running a workflow, see Running the Invoice Approval Workflow.
Modifying a condition
You can edit or add a condition for a workflow, group, action, and transition. On the workflow or state page, click the Edit link for the component to be customized. The specific component page contains the Condition section where you can edit or add a condition.
On the Condition section, you have the option to use the Visual Builder or enter your own formula. To edit or add using the Visual Builder, click the Visual Builder icon located beside the Condition field. To use the formula, make sure that the Custom Formula radio button is selected. In the Formula field, enter the new formula or edit the existing one. For more information about adding and editing conditions, see Working with Conditions.
Reordering an action
Actions are listed within the state where they are executed. On the Workflow State page, drag and drop the action before or after another one.
Another way to reorder is by editing the specific Action page. On the Workflow State page, click the Edit link for the action to be reordered. On the Workflow Action page, in the Insert Before field, select the action that should run after the one to be transferred. For more information, see Reordering Actions.
On the Workflow State page, you can also add a new action to the state. Click the New Action button to start creating an action. For more information about workflow actions, see Working with Actions.
Changing an exception message
You can set up or modify an existing exception message within the workflow state where its action is executed.
To change an exception message:
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On the Workflow State page, click the Edit link for the NAW Create Exception Record WS action.
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On the Workflow Action page, in the Parameters section, enter the new message in the Value column for the exception field.
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Click Save.