Use Case: Approval Workflow for Contract Requests
A contract request can be automatically or manually approved. This use case explains how you can configure an approval flow for automatic or manual approval of contract requests.
- Click the App Launcher (
) icon from the top-left corner, then .
- Click within the Step Name text box or click the Plus icon (
) to create steps.
This raises the CREATE NEW STEP window. - Click the More icon (
) and select Add Condition. This raises the Add Condition window.
- Select Contract Reqeust Type from the Field drop-down list.
- Select Equals from the Operator drop-down list.
- Select NDA from the Value drop-down list.
- Click Save.