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Workflow

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Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Tim Smith about 1 year ago in Contracts and Procurement Workflow 1 Future consideration

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...
Saraya Kingsley about 2 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...
David Holler over 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 11 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest 10 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...
Guest 8 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 9 months ago in Contracts and Procurement Workflow 0 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest about 1 year ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly 11 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic about 1 year ago in Contracts and Procurement Workflow 3 Future consideration