How to deactivate an approval workflow? (Cin7 Core)
If you want to stop using a particular approval workflow, you can simply deactivate it in ApprovalMax at any time.
Here is how it works:
In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings:
How to deactivate an approval workflow?
If you want to stop one or several approval workflows, you can simply deactivate the respective workflow(s) in ApprovalMax at any time. Here is how it works: Select your Organisation in the main menu Open "Approval workflows" page under "Workflows ...
How can I download an approval workflow for my Cin7 Core organisation?
ApprovalMax supports the download of approval workflows as a PDF file for audit purposes. This is how it works: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Click on the workflow that you want ...
How does the approval of Cin7 Core Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in Cin7 Core works: Purchase Orders are created in Cin7 Core. ApprovalMax pulls over these Purchase Orders ...
Approval decision policy (Cin7 Core)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
How can I copy workflow settings to another Organisation? (Cin7 Core)
ApprovalMax supports a tool that allows to copy a workflow setup between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for setting up a workflow and allows to roll out additional Organisations ...