Workflows and automation · Guide 602 of 624

Workflow actions

Workflow actions in RockifyERP are the buttons approvers click, such as Approve, Reject or Send Back.

How to do it in RockifyERP

  1. Search for Workflow Action Master and add actions.
  2. Use them in workflow transitions.
  3. Approvers see the buttons and can act from the email too.

Tip: Approving from email speeds things up for busy managers.

Related RockifyERP guides

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