Step 1: Start a new workflow
Go to the Custom Workflow module and select 'Workflow Template.'
Click 'New Custom Workflow' to create a new template.
Step 2: Design your workflow
Enter a name for your workflow template.
Turn ON/OFF the modules you want to include: Sales Order, Purchase Order, Tasks, and Notes.
Click '+New Step' to add a step to the workflow. You can simply use the trash icon to delete a step or the duplicate icon to copy the step.
Step 3: Set up the step details
Click 'More Info' in each step to add fields and format details.
You can add up to 3 columns per step.
Each column can include different field types like text, calendar, or number. These fields will appear in the PDF when the document is generated.
Step 4: Set Approvals
In every step of the workflow, you can choose whether or not to enable approval.
You can also control who has access to view or complete the step (everyone, users, or owner only)
Step 5: Remember to save your work!
After setting up all steps, scroll up and click 'Create New' (top right) to save your workflow template.