Workflow for changes of core data
How can I create a workflow / approval process for changing master data?
Step 1: Click on your name at the top right and then on Settings / Workflows / All workflows.
Step 2: Then click on the field "Create workflow draft".
Step 3: Fill in the following fields in the "Workflow Options" tile on the right:
Name
Choose a title that lets you know for which action the process is defined, for example: "Edit core data".Description
This is optional. Add any other information that is useful to you.Entity
Select the type of core data.Trigger
Here you select Edit.Type
Notification: A notification is triggered in the tool, the application immediately receives the status "Approved".
Approval: a notification is triggered in the tool, the request remains on status pending until the target person has confirmed the request
Dynamic Approval: as for "approval", but the requester can select the target person himself when submitting the application