There are times that you may need to add a new queue to a workflow. Below are the steps to show you the process.


Note: Adding a new queue to a workflow or modifying a workflow will require the user to be an Admin.



1. Click Admin-> Workflows



2. Click "Add Queue" under the workflow you wish to add a new queue to

3. Fill in desired settings and click "Save"




  1. Name of queue
  2. Normally same as #1
  3. Position in workflow
  4. Have checked if a document will start in this queue
  5. DeliverToVendorNo for requisitions, Department if USPS or mileage
  6. Vendor number if requisition, department name if USPS or mileage
  7. DocCreated
  8. Users you wish to have permission to this queue
     

User must also have proper doc type permission and access to workflows.


4. Click "Add Action" to create a button/action in the workflow


5. Fill in desired settings and click "Update" and then "Save"




  1. Name of button
  2. Position for button
  3. If no, will not show as button but as a drop down
  4. If yes, will show in form (leave as no)
  5. Which queue the button/action will send the document to
  6. Require approver to leave note
  7. If yes, will bring up popup box to confirm action
  8. Leave as default
  9. Notification (email) to be fired off (within 1 hour) when button/action is clicked

Repeat step #5 until have all desired buttons/actions