This guide walks you through the steps to create and edit an invoice approval workflow in Brightflag.

📌 For a general overview of workflows, see: Workflows Explained

1️⃣ Navigate to Menu > Admin Settings > Workflows.
2️⃣ Click Add Workflow.
3️⃣ Enter a Workflow Name.
4️⃣ Select a Workflow Priority (workflows are processed in order from highest to lowest priority).

1️⃣ Click on the workflow name to open it.
2️⃣ Click Add Condition.
3️⃣ Select a Condition Type and assign a Value.
4️⃣ (Optional) Add additional conditions.

📌 Important Notes on Conditions:
✔ AND Logic (Default): All conditions must be met for the workflow to apply.
✔ OR Logic: Only one condition must be met. Selecting OR logic adds a + Add Sub Conditions button.
✔ Gross Total Condition: The invoice gross total must be greater than or equal to the value set.

1️⃣ Click Add Stage.
2️⃣ Select the Stage Number and choose whether all reviewers must approve at this stage.
3️⃣ Click Add Reviewer.
4️⃣ Select a User Type and assign a Reviewer.
5️⃣ (Optional) Add additional reviewers to the same stage.
6️⃣ Repeat Step 3 for further stages.

📌 Notes on Reviewers:
✔ If the same person appears in multiple workflow stages, Brightflag will automatically include them only once. However, this setting can be modified if needed.
✔ If an invoice approval stage is assigned to a specific role (e.g., IML) but no user is assigned to that role, the approval stage will be skipped.
✔ A workflow stage requiring all reviewers to approve is marked with ✓, while a stage where only one approval is needed is marked with X.

📌 Note: Only Admin Users can create and configure workflows in Brightflag.