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
Step 1: Create a Workflow & Set Priority
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).
Step 2: Add Conditions
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.
Step 3: Add Reviewers & Stages
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.