An Introduction to Workflows

In ApproveThis, a workflow is that set of steps that a Request must go through before it's considered "Approved". Let's take a look at the different parts of each approval.

Each Request begins with a "Trigger"

A "Trigger" kicks off each request. A trigger is usually something your Requester does, like send an email to an Mailbox, Submit a Form, or utilize an Integration. Different types of triggers provide different information. For example, a mailbox filter will use email fields like "from", "to", "subject" and the "body" of the email to submit the request.

If you need more structured data, a form will help guarantee that each requests contains the information your approvers need.

Workflow Steps

Below each Trigger is a series of Workflow Steps. Each step consists of one Approver, a series of Approvers, an Approval Group, or any combination of the three. Workflow Steps can be added on the same line as an existing step, or below an existing step. Requests for Approval are sent when the previous step has been completed. In this example, the request will be sent for Management Approval as soon as Legal approves.

Workflow Steps can also request for Approvers to add comments or additional information to a request and can be configured to only require approvals when certain conditions are met.