Performing the approval

Let's create the workflow. The workflow will create an approval request for the manager of the group, letting them decide whether a Maintenance task should be assigned to the external Cornell Hotel Services group.

  1. Navigate to Workflow > Workflow Editor to launch the Graphical Workflow Editor. Click on the plus icon under the Workflows tab on the right. Use these details:
    • Name: Ask approval for external team
    • Table: Maintenance [x_hotel_maintenance]
    • If condition matches: Run the workflow
There are three options: -- None -- means the workflow will not automatically run, but will only be triggered through scripts or other workflows. Run if no other workflows matched yet won't allow multiple running workflows. The ...

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