Workflow Builder

Overview

Below is a business‑focused explanation of the Workflow Builder page in Dafater, written for operational and managerial users.

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Workflow Builder

Module: Workflow

Purpose in Business Operations

The Workflow Builder page is used to design, manage, and control approval processes within Dafater. It allows organizations to define how documents move from one stage to another, who is responsible at each stage, and what actions are allowed.

From a business perspective, this page ensures: - Clear accountability
- Standardized approvals
- Compliance with internal policies
- Faster and more controlled decision‑making

Instead of relying on emails or verbal approvals, businesses use Workflow Builder to formalize approvals directly inside Dafater.

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Key Features and Functionality (Business View)

1. Workflow Creation and Management

   • Define structured approval flows for business documents
   • Ensure every document follows the same approval path

2. State Definition

   • Set business stages such as Draft, Pending Approval, Approved, Rejected, or Completed
   • Reflect real‑world decision stages used by your organization

3. Role‑Based Actions

   • Assign who can approve, reject, or move a document forward
   • Prevent unauthorized actions and maintain control

4. Transition Rules

   • Define when and how a document can move between stages
   • Avoid skipping approvals or bypassing controls

5. Status Visibility

   • Clearly see the current stage of each document
   • Improve transparency for employees and managers

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How to Navigate and Use the Page Effectively

1. Select or Create a Workflow

   • Choose an existing workflow or create a new one for a specific business process

2. Define Workflow States

   • Add all approval stages based on how decisions are made in your organization

3. Set Transitions

   • Define what actions move a document from one stage to another
   • Example: Submit for Approval, Approve, Reject

4. Assign Responsibilities

   • Link each stage to the appropriate business role (e.g., Manager, Finance, Compliance)

5. Review and Activate

   • Verify that the workflow reflects real business rules
   • Activate it so it applies consistently to daily operations

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Common Business Scenarios Where This Page Is Used

• Expense and Purchase Approvals
  Ensuring all spending is reviewed and approved at the correct level

• Leave and Attendance Requests
  Routing requests through supervisors and HR for authorization

• Sales and Contract Approvals
  Controlling deal approvals based on value or risk

• Policy and Document Reviews
  Managing internal policy approvals and updates

• Operational Requests
  Approving asset requests, budget changes, or internal transfers

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Important Information Displayed on the Page

• Workflow name and purpose
• List of defined stages (states)
• Allowed actions at each stage
• Roles responsible for each action
• Current workflow status (active or inactive)

This information helps business leaders quickly understand how decisions flow, who is responsible, and where controls are enforced.

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Business Value Summary

The Workflow Builder in Dafater helps organizations: - Reduce approval delays
- Improve governance and compliance
- Increase transparency
- Eliminate manual follow‑ups
- Align system behavior with real business rules

It is a critical tool for maintaining structured, reliable, and auditable business processes across the organization.

← Back to Workflow

Page Information

• Module: Workflow
• Page Name: workflow-builder
• Standard: Yes