CubeDrive Business Approval Workflow lets you easily drag and drop to create your custom application. It is used to verify and approve transactions created by you and your employees.

chart

What are the benefits?


With the approval workflow created, your employees create transactions and then submit them for approval. The manager can verify the transactions and edit them if needed before approval, avoiding any errors that might occur.

  • Increased accuracy
  • Increased efficiency
  • Increased productivity

Purchase approval case


This case shows the process for building an application which is used to approve the purchase based on the following rules.

  • For any purchase, a manager needs to check and approve it first.
  • If the purchase price is more than 2000 USD, the CEO needs to check and approve it after the manager approves it.
  • The manager and CEO can approve the process through an email link.
  • Once the purchase is approved, the record is set to read only.
  • Once the purchase is approved, the purchaser needs to receive a confirmation email.

Create purchase form


You can click purchase template to view the form. You can also login into your CubeDrive account. Click "+ Create Form" button to start build a form with drag and drop method. Enter a list of fields in the form and click "Save & Publish", your form is generated online.

form

form

In this form, purchase detail field is a table which allows the user to enter detailed purchase information. This table is linked to another form, so the administrator can view/analyze all purchase items. in one place.

form


Create workflow to process purchase


After you open the form, click icon and start to build application business logic. You can configure the flow and add purchase logic to the system.

  • Send out email notifications when employees submit a new purchase
  • If the manager approves the purchase, an email notification will be sent out to the CEO or it is finalized based on the pre-defined rule.
  • Once the purchase is approved, the record will be set to read only.
form


Data flow and approve


You can acess your form, track the process and approve the result through email or mobile device.

form       form       form



Back