To configure a Workflow template in Buk, follow these steps:
1. Access the template settings
Go toAdministrative > Workflow > Templates.If you don't see this option, it's likely your profile does not have the required permission. For more details, review the articleHow do permissions work in Workflow?
2. Click the Create Template button
3. Choose the type of template you want to create.
To do this, you can choose from a catalog of preconfigured templates or Start from scratch. For more details about each template type, you can review the articleWhat types of templates are available in Workflow?
4. Configure the template stages
Depending on the selected template type, you'll see different options.
In the first stage, you define how you want requests to be initiated, the notifications, the form that is completed at each stage, and other settings. For more details, we recommend reviewing the articleWorkflow - Configuration and Usage Manual. To configure an automation (requests that start automatically), we recommend reviewing the articleAutomations - Configuration and Usage Manual
From the second stage onwards, the"Dependency", where you define conditions that must be met to start that stage.
The last stage is the"Trigger", which determines the final action of the flow. This stage activates automatically when the entire request is approved.
5. Activate the template
Once configured, the template will be in"Active", which means you can now use it to create requests. You can deactivate, modify, duplicate or delete it from the templates view.
🤖 This article was translated using artificial intelligence. View original article.