Configuration Tutorial - Approvals

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Hi

Today, I would like to share with you how to configure an approvals module in INISTATE.
The approvals module allows you to review and manage employee requests.

Problem
Inefficient Employee Request Handling - The current manual system for reviewing and managing employee requests is prone to delays, leading to inefficiencies and potential disruptions in workflow. There is a need for a more streamlined and automated process to ensure timely responses and a smoother workflow.

Objective

1. Enhance Workflow Efficiency - To implement an automated Approval system that significantly improves the efficiency of reviewing and managing employee requests, reducing processing time and minimizing delays in response.

2. Optimize Employee Satisfaction - To create a user-friendly interface and responsive system that enhances the overall employee experience, resulting in increased satisfaction with the request submission and approval process.

Step & Configuration

1. Access your workspace builder.
   
   

2. In builder, click “+ New” on top right to add new module.
   

   

3. Set a name and emoji for your module. eg : Requests, and Reviewer
   

   

4. In builder, select the module and choose information tab, click “+ New” to add new information.
   

   

Add Information

1. Module: Reviewer
Add information as below :

• Email : Email
• Text : Name
• Table : Related Requests
  • Module (Requests Module - DocumentId) : Details
  • Multiline Text : Requests
  • Date : Request Date
  • Text : Status

2. Module: Requests
Add information as below :

• Multiline Text : Requests
• Date : Request Date
• User (Reviewer Module - Name) : Reviewer
• Table : Request Details
  • Text : Details
  • File : File
  • Link : Link
• Text : Detail
• File : File
• Link : Link
• Select ([Pending, Approve, Not Approve]) : Approval
• User (Reviewer Module - Name) : Request by

Add State

1. Select module Requests.

2. Under section workflow

3. Click “+ New” and “+ State”
   

   

4. Set State name, color :

• Pending
• Approved
• Not Approved

Flow

1. Select Module Order Deliveries

2. Under section workflow

3. Click “+ New” and “+ Flow”
   

   

4. Create a Flow :

• From state : (any state) → Activity : Approve → Conditional To state : Pending or Approved or Not Approved
  
  

Set Formula

1. In Requests module, go to Activity section, click Basic tab. click "Create’ to view form
2. Drag all information into the form.
3. Hover on information “Request by ”, “Date Time”, and “Percent”, click the “Operation” icon to set formula.

• For Information “Text” : To set visible only after “Button” information got selected.
  On visible column insert formula : #Form#Button

Automation
Condition : ----To add new row to the Related Requests Table in Reviewer Module from Requests Module

1. Select Module Request

2. Go to Activity Section.

3. Click Basic and select “Create” form

4. Add new automation by click the “ new automation”.

5. Click “Do After”

6. Drag Action block

7. Add Actions, click “+ Add Action” and choose “Find”
   *Variable Name : Reviewer Found
   *Module : Reviewer
   *Filter : Name is #Entry#Requestby#Name

8. Add Condition, connect with “next” from Actions (1)
   #ReviewerFound

9. Add Actions, connect with “true” from Conditions

10. Actions (1) : Form
    *Variable Name : Reviewer Edit Form
    *Module : Reviewer
    *Activity : Edit
    *Entry : #ReviewerFound

11. Actions (2) : Create
    *Variable Name : Variable 1
    *Value : addRow(#ReviewerEditForm#RelatedRequests)

12. Actions (3) : Set
    *Variable Name : Variable 1
    *Click Expand Property

13. Actions (4) : Perform
    *Variable Name : Reviewer Edit Form
    *Module : Reviewer
    *Activity : Edit
    *Entry : #ReviewerFound
    *Form : #ReviewerEditForm

Congratulations!!! You have successfully created an Approvals module.

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Related topic : Ready Solution - Approval