Manual Workflow

Allow as Manual Workflow
The workflow can be accessed as a manual workflow under "Alternatives" in the invoice view.
This allows you to manually start an approval workflow and assign it to any chosen user for invoices in the "Workflow Missing" status.

Note: Manual workflows can only be used once per invoice and cannot be applied if a previous workflow was rejected (invoice in "Rejected" status).

Preparations

1. The role Manual Workflow must be associated with the access group at both the client and organization levels.
   See more: Groups - Roles
   This enables the Add Manual Workflow option in the Alternatives menu in the invoice view.
2. Find an invoice in the Missing Workflow status.
   
3. Select Add Manual Workflow from the Alternatives 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.
   
   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
      Select at least one action the recipient can perform.
3. Click "Save and Apply" or "Apply".
   
4. The invoice status changes to In Review, and the new manual workflow appears under the Workflow tab.
   
5. Manual workflows are now visible under the "Workflows" folder.