Workflows and automation · Guide 605 of 624
Set up a workflow in easy steps
A simple purchase order approval workflow in RockifyERP, step by step.
How to do it in RockifyERP
- Create states: Draft, Pending Approval, Approved, Rejected.
- Transition 1: Draft → Pending Approval, action Submit for Approval, role Purchase User.
- Transition 2: Pending Approval → Approved, action Approve, role Purchase Manager.
- Transition 3: Pending Approval → Rejected, action Reject, role Purchase Manager.
- Activate and test.
Tip: Add a condition on transition 2 so only big orders need the manager.
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