Manual Workflow

Allow as Manual Workflow
The workflow will be accessible as a manual workflow under "Options" inside the invoice view.
This means that it's possible to manually start an approval workflow and assign it to any chosen user for invoices in the "Workflow Missing" or "Rejected" statuses.

Preparations

1. The role Manual Workflow must be associated with the access group at both the client and org levels. 
   See more: Groups - Roles
   This enables the Add Manual Workflow option in the Options menu inside the invoice view.
   
   
2. Find an invoice in the Rejected or Workflow Missing status.
   
   
3. Choose Add Manual Workflow in the Options menu.
   
   
   
   
4. Choose a previously saved workflow or start a new manual workflow.
   
   

Create a New Workflow

1. Give the workflow a name
   
   
   
   
2. Fill out at least one step
   See also My First Workflow - Part 1 for more information on workflows.
   1. Target
      The name of a user in SEMINE
   2. Comment Required
      Choose Yes if the recipient must write a comment after performing the action
   3. Actions
      These are the actions the recipient can choose from. At least 1 action must be selected.
3. Click "Save and Use" or just "Use"
4. The invoice changes status to Under Review, and the new manual workflow now appears under the Workflow tab
   
   
   
   
5. The manual workflows are now visible under the "Workflows" folder