What are workflow presents and how can they be utilized in Dooap?
Workflow presets in Dooap are pre-defined approval workflows. Presets can be utilized for automation. For example, a preset can be set as a default for a vendor.
Find instructions on how to create presets in the Admin section from this article: Workflow Preset Management
Selecting a preset
To select a workflow preset for an invoice, click the arrow down on the left side of the upper panel.
Creating workflow presets
When you’ve built a workflow and want to save it as a preset, type a new name for it and then click under the typing field Create ”preset name”.
Editing and deleting presets
To edit or delete an existing workflow preset, go to Admin > Workflow presets view.
By clicking the three lines, you can remove or edit a task. With the plus icon in the end of the flow, you can add new tasks. More information about workflow management can be found from this article.
Editing allows for advanced workflow options, some of which are listed below:
- Conditional tasks can be configured to streamline the approval process based on invoice totals.
- For instance, additional approval is required only if the invoice total exceeds $10,000.
- These tasks also support currency conversion for supported currencies. If an exchange rate between currencies is not available in Dooap, a default rate of 1:1 is applied. The list of supported currencies.
- Please contact support@dooap.com to add a new currency.
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In case of a Purchase Order related invoice, the approve and review tasks can be fetched from D365 (orderer and requestor).
