Cybervergent
Workflow & Approvals

Set up an approval workflow

On the Workflows tab, add a new workflow, set its type and name, choose or write the rule, add the approver flow, and submit.

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Set up an approval workflow

Overview

Create a custom approval rule with a type, rule, and an approver flow.

Step-by-step

  1. 1 In the left sidebar, open 'Governance' and click 'Workflow' (this opens /datavergent/governance?t=workflow).
  2. 2 Open the 'Workflows' tab and click 'New Workflow' to open the 'Custom approval rule' drawer.
  3. 3 Under 'Type', select the workflow type.
  4. 4 In the 'Name' field, enter a name for the rule.
  5. 5 Under 'Rule', choose an approval rule, or click to add a custom rule and write it in the 'Custom rule' field.
  6. 6 Under 'Flow', click 'Add Approver' and select an approver for each row.
  7. 7 Click 'Submit' to save the rule. It appears in the Workflows table.
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