Approval Workflows
Large organizations can't act immediately on everything — significant actions (ordering new stock, large price corrections, certain operations) need…
Why do large organizations need a formal approval process?
Large organizations can't act immediately on everything — significant actions (ordering new stock, large price corrections, certain operations) need sign-off to control risk, spend, and…
How do you define what requires approval (ActionKey)?
You define which actions require approval by configuring an approval process tied to an action key — the identifier for the kind of action being governed.
How do you build an approver chain (role or specific user per step)?
An approval process holds an ordered chain of steps, and each step specifies who approves it — either a role or a specific user.
How does multi-step / multi-level approval routing work?
With a multi-step chain, an approval request routes through the steps in order — once one step's approver approves, it advances to the next, and only when all required steps are approved does…
What happens to an action while it waits for approval?
While it waits, the action is held — it does not take effect until the approval chain completes.
What happens when an approver rejects a request?
If an approver rejects a request, the action is blocked and the requester is notified with the reason.
How is the whole approval process configured on the system?
The entire approval process is designed and configured on the system: an admin defines the processes (what requires approval, by action key), builds each one's approver chain (steps with roles…