- 06 Aug 2024
- 1 minute to read
Add stages to an approval workflow
- Updated on 06 Aug 2024
- 1 minute to read
After creating a new draft approval workflow you will probably want to add stages. There are four types of stage which can be added to accomplish different tasks:
- Applicant: A stage for collecting a form response from the applicant
- Approver: A stage for approving (or rejecting) the application
- Waiting: A stage which pauses the application until a specific external event occurs
- End: A stage where the application is considered complete or cannot progress further
The circled + button at the top of the list of stages is used to add new stages. If you don’t see a + button, check that the workflow is labelled as a Draft at the top of the page, as you can only add stages to draft workflows. You can also use the Clone action to create a new draft from an existing workflow.
- Click the circled + icon at the top of the stage list to add a new workflow stage.
- Give the stage a Stage name. This can be changed later.
- Choose the type of stage to add.
- Click the Add button.
You can now configure the stage, or add additional stages as required.
Next steps
- Configure an applicant stage
- Configure an approver stage
- Configure a waiting stage
- Configure an end stage
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