Workflow Templates

4 templates · applies across every module
TemplateTriggerStepsStatus
PO Approval > $5,000Purchase Orders / on createCondition → 2 approvals → auto-postLiveOpen Designer
Journal Entry > $10,000Accounting / on post1 approvalLiveOpen Designer
Leave Request — allHR / on submit1 approvalLiveOpen Designer
Discount > 10%Sales / on quote1 approvalDisabledOpen Designer