In many business scenarios, an approval process involves more than one approver — for example, a department head followed by a finance manager. In ONEWEB, you can design this type of workflow using Process Designer with BPMN elements, SLA tracking, and conditional logic.
1. Open Process Designer
- In your AppSpace, create a new process in Process Designer.
- Give it a clear name (e.g.,
PurchaseRequestApproval).
2. Define the Workflow Stages
Common stages for a multi-step approval process:
- Submission – The requestor submits a form (trigger process start).
- First Approval – Task assigned to Approver 1 (e.g., Department Head).
- Second Approval – Task assigned to Approver 2 (e.g., Finance Manager).
- Finalization – System updates records or triggers related actions.
3. Configure Human Tasks
- Drag Human Task nodes for each approval stage.
- Use Role-Based Assignment to route each task to the correct user group or role.
- Link each task to a Smart Form for the approver’s decision.
4. Add Conditional Logic
- Use Gateways to control process flow:
- Approved → move to the next approver.
- Rejected → end process or send back for revision.
- For parallel approvals, set the gateway to wait for all responses before continuing.
5. Apply SLA and Escalation Rules
- Define Service Level Agreements (SLA) for each approval stage (e.g., 2 business days).
- Configure escalation paths if an approver does not respond in time.
6. Integrate with Data & Pages
- Use Smart Forms to trigger the process when a request is submitted.
- Display process status in a dashboard page so requestors and managers can track progress.
7. Test and Monitor
- Use the Process Monitoring Dashboard to track live instances.
- Check for bottlenecks and adjust SLA or routing rules as needed.
Pro Tip: Clearly define your approval rules — for example, unanimous approval vs. majority approval — before building the workflow. This avoids rework and ensures your process matches your organization’s policy.