Approval workflow setup

How to use Workflow pop up in Ocerra
Invoice workflow pop up provides detailed information about how your document was approved in Ocerra.  Please follow this step to open a workflow pop up...
Thu, 7 Oct, 2021 at 7:32 PM
How to add decline status to the workflow
Note: this example setup applies to a standard, non-customised workflow including assign employee workflow.  Part 1: Navigate to the Workflow page ...
Wed, 4 May, 2022 at 1:28 PM
How to set up an approval limit in the workflow builder
Overview Set up a limit for a person on a transition in the approval workflow builder. To learn about workflow transitions and other approval compone...
Tue, 8 Nov, 2022 at 5:09 PM
How to set up an approval limit for a person
Overview Set up an approval limit for each approver based on your organisation's processes. Based on this limit, an approver can or cannot be assigne...
Tue, 8 Nov, 2022 at 5:07 PM