BuilderPad v2

Approval workflows

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Workflow details

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Workflow name

Applies to

Active

Changing the company default isn't available yet.

Conditions & approvals

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

Conditions

Choose the project, is over budget, amount, vendor and/or cost code that triggers this workflow. Conditions in a group join with and or or; add a second group to combine both.

Summit Ridge Residence

Fires when the project is Summit Ridge Residence.

Approval stages

Robin Crorie (PM)

This workflow is only triggered when a review is created for the users selected here.

Mark Thompson (Owner)

System Admin

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.