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CubeDrive’s Business Approval Workflow allows users to easily create custom applications using the drag and drop feature. It is used to verify and approve transactions created by the employees.


What are the benefits?

With the approval workflow created, 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

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 employees can only view their own submitted items.
  • The manager and CEO can approve the purchase through an email link without a login system.
  • 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.
  • The purchase status needs to be automatically updated by the system.

Create application

User can login into system with your CubeDrive account. Click "+ Create Application" button to start build the application with drag and drop method or clone from the existing application. The following image shows an existing application generated as a demo.

Create purchase form

User can 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.

Tip: Users can switch to Calendar view, Edit View and Grid view easily.

The following is the design page for the form, drag and drop the fields from left to central panel. A form will be generated immediately.

Tip: Validation rule, Data filter and Page layout are also need to be setup to meet the required criteria.

Create workflow to process purchase

After the user opens the form, click the icon and start to build application business logic. Users 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 predefined rule.
  • Once the purchase is approved, the record will be set to read only.
  • Update the status of the purchase item.

Start to use

After the administrator shared the form to the organization with [Submit with edit permission] permission set. The employee in the organization will be able to use the application.

Tip: The validation rule will be applied once the user submits the form. And flow will be triggered and processed accordingly.

Data flow and approve

Users can also access the form, track the process and approve the result through email or mobile device.


Data analysis

Administrators can set up different types of purchasing data with the selected chart format dynamically.

Tip: Users can also export the purchase data as Excel, Word, PDF and online Sheet. The data can also be pushed to other application through APIs.