Workflow

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Kumar Harsh
Kumar Harsh Active Partner
5 Up Votes
edited April 2022 in Platform
Is there any way to create workflows in Board? For example a user A wants to get authorization signature on a report from user B and after user B authorizes it , the same report has to be sent for authorization from user C.

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Kumar Harsh
Analyst
EY GLOBAL DELIVERY SERVICES INDIA LLP
India
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Answers

  • Helmut Heimann
    Helmut Heimann Employee
    March Badge of the Month February Badge of the Month Community Captain April Badge of the Month
    edited April 2022
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    Hi @Kumar Harsh,

    yes, that's standard for all planning applications created with Board.
    You'd need cubes to store the status of the workflow, being dimensioned by appropriate entities. Then, user A will hit a button to start a procedure writing the status into this cube and informing user B that he has to confirm, and so on.

    Kind regards
    Helmut

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    Helmut Heimann
    Senior Consultant
    Board Community
    Germany
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