Caution for users of the legacy workflow
Once you activate a new workflow, the legacy workflow approval will become unavailable. THIS IS IRREVERSIBLE. While you are preparing for the transition, new workflows can be created as drafts but DO NOT ACTIVATE them until you are ready to stop using the legacy workflow.
Why is there no approver column in the invoices grid anymore?
As each document can have multiple approvers instead of just one, it is no longer possible to display Approvers here.
How do I avoid workflow conflicts?
The basic rule is one document = one workflow.
Before building the workflows, you need to think of what kind of documents you are receiving:
- Are they multi-dimensional?
- Do they need to be coded to multiple GL codes?
Once you thought about that you can build a multi-line and multi-step workflow that will cater for all your needs. You can also set up a workflow with catch all rules.
See Workflow Scenarios for examples of conflict avoiding workflows.
Are there any workflow details you cannot change once set?
Yes, the workflow approval Process cannot be changed once it is selected and workflow saved.
