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Contracts and Procurement Workflow

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Transaction Approval Workflow - Add rule option for Work Orders

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Norman Wendl 11 months ago in Contracts and Procurement Workflow / Work Orders 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

Rejected Workflow Alert

Can we get a rejected workflow email alert for all parties involved in a workflow. Once it is rejected by one person, everyone Internal is email notified it was rejected, as well as Teamlink portal users who entered the item.
Guest 2 months ago in Contracts and Procurement Workflow 3 Already exists

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 12 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 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 3 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 10 months ago in Contracts and Procurement Workflow 0 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 11 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 9 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 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

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 over 1 year ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration