Workflows and approvals

Build, bind and run approval workflows.

  1. What is a workflow

    Learn how blocks, paths and runs fit together.

  2. Templates and runs

    The organisation owns the shape; the project names the approvers.

  3. The workflow builder

    Build an approval on the canvas, reject lane included.

  4. Assigning approvers

    Choose approvers by person, permission or a field on the record.

  5. Binding a workflow to a tool

    Choose which workflow a tool runs, and lock it in place.

  6. Approving and rejecting

    Find the steps waiting on you and respond on the record.