Workflow Engine

A configurable automation layer that drives records through defined stages with triggers, approvals, and notifications at every step. Design your workflows visually and let the engine handle the rest.

Features

• ✓ Multi-level approval chains — define sequential levels that must each pass before moving forward
• ✓ Five resolution rules per level: Any (first wins), Unanimous, Majority, Quorum, or Sequential voting
• ✓ Approval groups — create personal or organization-wide groups and assign them as approvers in one click
• ✓ SLA deadlines per level with automatic stalled-workflow detection on the dashboard
• ✓ Cross-module integration — trigger approval workflows from Expenses, Procurement, Projects, Documents, and Compliance
• ✓ Reusable workflow definitions — admins build templates with pre-configured levels so users just fill in details
• ✓ Configurable decline routing — end the workflow, send back to initiator, or jump to any other level
• ✓ In-app and email notifications at every step — creation, voting, completion, comments, and cancellation
• ✓ Full audit trail — every vote, comment, edit, and status change is logged with actor and timestamp
• ✓ Comment threads on active workflows for contextual discussion between approvers and initiators
• ✓ CSV export and customizable column views for requests and definitions tables
• ✓ Dashboard with stat cards, pending approvals, recent activity, and stalled workflow alerts