Work with workflows in finance and operations apps
Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.
Learning objectives
In this module, you learn how to:
- Use the workflow architecture, elements, and actions
- Create and set up workflows
- Configure workflow properties
- Configure a manual task in a workflow
- Configure an automated task in a workflow
- Configure an approval process in a workflow
- Assign users to workflow elements
- Configure an approval step in a workflow
- Use work items functionality
Prerequisites
- General knowledge of Microsoft Windows
- The ability to use finance and operations apps for basic processing