We manage to wrestle our way through workflows, and now have a better understanding of the concept and flow of – Workflows. However, we done all the Workflows with default permissions. In production, you will probably need to create Workflows that are visible only to some department, or few people. We will learn how to do that in this article. This will be a longer article, since there are many thing to cover.
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M-Files – Create Workflow with Approvals
We started with simple workflow, learned how to do assignment approvals, and now, final step will be to d oWorkflow with approvals.
Approvals are used inside companies for various purposes, in my experience mostly for orders and invoices. However, that is not only use case scenario for approvals. Let’s see how this works.
Read MoreM-Files – Create Workflow with assignments
Ok, we will now step up in our Workflow game. We went through simple Workflow setup in previous article, we will now do a new one, with few additional details.
Read MoreM-Files – Create and manage simple workflow
Workflows are at the heart of M-Files – Workflows enable us to standardize and automate processes within company, and manage various approvals.
Read MoreM-Files – users and user groups
We done a simple scenarios so far, just to figure out how M-Files works, and what is the logic behind it. One of the most important topics is definition of users and groups in M-Files. That way we can define who and which group can do what and see what inside M-Files. Users and Groups are extremely important in Workflow scenario and overall in M-Files.
Let’s see what we can do.
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