BuilderPad v2

Workflow details

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Workflow name

Applies to

Active

Conditions & approvals

Identify the specific conditions a document must meet, then who approves it.

Conditions

Choose the project, over-budget status, amount, vendor and/or cost code that triggers this workflow.

No conditions — this workflow applies to every matching document.

Approval stages

No approval stages yet — add one so matching documents route for review.

Users selected as approvers will become reviewers of the matching documents.

For this workflow to be triggered, a review must be created for the users selected in the first approval stage.