: Workflows and Approval

Resultados encontrados: 5

Understanding approval rules

On this page When to use approval rules Approvers and super-approvers Approval rules Approval process Using roles in approval rules Using a virtual hierarchy for approval rules Triggers and approval rules SLAs and approval rules Routine work with approval rules Maintaining approval rules Approval st

Using roles and organizational hierarchies

Each user, department and company can have an assigned Role. While roles are optional, they particularly useful when configuring system logic for Approval rules and Workflows. Use Roles in Movidesk as process roles, rather than job titles. In this sense, you can create roles that will help you guide

Configuring workflows

On this page Granting permission to create Workflows Creating a Workflow   If you have not read the Understanding workflows article, we strongly recommend reading that article first. It covers basic concepts and terminology that are necessary for understanding how to configure Workflows.   Granting

Configuring approval rules

On this page Granting permission to create Approval rules Creating a Workflow Cloning an Approval rule   If you have not read the Understanding approval rules article, we strongly recommend reading that article first. It covers basic concepts and terminology that are necessary for understanding how

Understanding workflows

  On this page When to use Movidesk Workflows Applying Workflows Routine work with Workflows Maintaining Workflows Workflows in ticket views Triggers using Workflows Access policies using Workflows SLAs using Workflows   When to use Movidesk Workflows Use Movidesk Workflows if you have clearly defin