This article is intended for administrators.
Where and how to set up approval workflows
You can set up approval workflows in the administration section for requests and demands. You set up a workflow for each individual form.
- Go to Administration
- In the menu, select Requests and Issues
- Click to select the specific request (request form) for which you want to set up the workflow
- You set up the workflow in the lower part of the form
- Make settings according to the options listed below
- Save form settings
For Aptien requests, you can select one of the following workflow types:
- Approve all simultaneously - All together
- Approve one after another - One by one
- Approve any one of them - One of all
Approving all together
in case of All together approval, the request is displayed to all approvers at the same time. The request must be approved by everyone.
Approvals one by one
In case of one-by-one approval, the request is displayed to individual people. The request reaches the next person only after it has been approved by its predecessor. The moment any person in this chain does not approve the request, the request ends and does not reach the next approver.
Approval by One of All
In this scenario, only one of the designated approvers will take responsibility for the request. They will then either approve or reject it, and the request will be fully processed without requiring approval from any other approver.