Part 1: My First Workflow

Tip: Se also Workflow section for more settings.

Tip : Se also Conditions for workflows and automations for more details on each condition

A workflow is a sequence of one or more reviews that you want an invoice to go through before it is posted. In Semine, you define the conditions for a workflow to be applied to an invoice, who should be involved in the workflow, when a workflow starts, and the steps it should go through.

This guide takes you step by step through how to set up a simple workflow. To get started, navigate to Settings -> Workflows (Client Settings).

Make sure you are on the client you want to modify. You can see which client you are on and change it here.

My First Workflow Step by Step:

Step 1: Create a workflow folder

To create a workflow folder, click on the "Create Folder" button. Enter the workflow folder name.  Then click on "Add".

Step 2: Create a new workflow

You can now find the folder in the sidebar. To create a workflow under the folder, click on the three dots to the right of the folder name.

Click on "Create Workflow".

Name the flow "My First Workflow" and click "Add".

The workflow is added under the folder and opens in the window to the right.

Note: As you can see, it is possible to create subfolders, change folders, and delete folders.

Step 3: Define a condition for your workflow

When you are on the workflow you want to define/edit, click the "Add" button.

From the drop-down, choose "Add if...".

Two new sections are added to the workflow. "Add if..." and "Steps".

Click the arrow to the left of "Add if..." to open the panel.

Click "Add Condition".

Fill in the condition as shown below.

• Field: Invoice Header > Document Type
• Search Method: Equals
• Search Value: CostInvoice

This condition will now apply to all cost invoices. It is entirely possible to choose completely different conditions.

Step 4: Create a step

Click on the triangle to the left of "Step" and then "+" below.

Select your name under "Target".

Click "Save as new version" at the top.

Tip: If you want to remove the "Add if" option, click on the red cross and you can delete it.

Step 5: Test your workflow

The workflow will be applied to the cost invoice upon arrival or when "Restart Workflows" is selected as shown below.

To test the workflow, start by opening an invoice that has not been posted.

Click Options -> Restart Workflows

Enter a comment of your choice. This will be displayed in the invoice comment section. 

It may take a few seconds to restart the workflows. Then click on the "Workflow" tab to load the latest changes.

If you see "My First Workflow", everything has worked correctly.

Congratulations! You have now completed your first workflow.
If you want to experiment with different conditions, you can use the Restart Workflows option as many times as necessary.

Part 2 - Multiple Workflows
Also See - Using Workflows in the Invoice