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## 14.8.3 Workflow Management – Create

This topic describes the information about Workflow Management – Create. Bank administrator can create approval workflows for corporate users with this option.

By default, user can specify minimum one and maximum five levels of approvals as a part of workflow.

Bank admin can also create workflow for release if the Release Facility is enabled at Group Corporate Level. Admin can specify user or user group who will release the transaction. All the users and user groups created under the Corporate Group will be made available for mapping.

If level type is Approver, the user can provide multiple levels within the workflow. Each level can be specified as an Approver or Checker and for each level (approver or checker), the type can be selected as User or User Group.

Note:

1. Release functionality can be configured only for corporate user’s transactions.
2. Only one level of releaser can be configured in the workflow.
3. The same user can act on the same transaction only once in a particular role (checker or approver). For example, the same user can check the same transaction only once as a checker.
4. The bank needs to operationally ensure that approver levels are also added. If only checkers are added and no approver is added, then the transaction will be processed without an approver.

Administrator can set either an individual user or user group of a corporate as part of each approval level. Approval type (sequential/non-sequential/no authorization) is defined at the party preference.

Figure 14-61 Workflow Management – Create

Description of "Figure 14-61 Workflow Management – Create"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 14-32 Workflow Management – CreateField Description

Field Name | Description
--- | ---
Create | Information specified in below fields are related to create.
Workflow Code | To specify approval workflow code.
Workflow Description | To specify approval workflow description.
Workflow Type | Specify whether the workflow which the administrator is creating are for approval or for release functionality. The options are: Approval Release
Approval Details | Below fields appears if you select Approval option in the Workflow Type field.
Level Type | Specify the level type for the workflow. The options are: Approver Checker
Level | Approval levels for a user / user group. User can click Add for multi-level approval process.
User / User Group | To select specific user or a user group at each level of approval. Note: All the users and user groups created under the Group Corporate will be made available for mapping.
Release Details | Below fields appears if you select Release option in the Workflow Type field.
User / User Group | To select specific user or a user group to release the transaction. Note: All the users and user groups created under the Group Corporate will be available for mapping. Only one level of releaser can be configured in the workflow.

To create an approval workflow:

1. Navigate to one of the above paths.

   The Workflow Management screen appears.

2. Click on the Add Another to create new create approval workflows for corporate users.

   The Workflow Management – Create appears.

3. In the Workflow Code field, enter the workflow code.
4. In the Workflow Description field, enter the name of the workflow.
5. If you have selected Approval option in the Workflow Type field;
   1. In the Level Type field, specify the level type for workflow.
   2. In the Level 1 field, select the appropriate user / user group in the Approval Details section.
   3. Click icon to add appropriate user / user group.

      The User Search popup appears. All the users and User groups created under the Group Corporate will be available for assigning at various approval levels.

      Description of the illustration workflowmgmnt-usersearch.png

      Table 14-33 Workflow Management – User Search - Field Description

      Field Name | Description
      --- | ---
      Search | Information specified in below fields are related to search.
      User Name | To search the user with the user name. Partial search is allowed.
      First Name | Allows to search based on first name or given name of the user.
      Last Name | Allows to search based on last name/ surname of the user.
      Search Results | Information specified in below fields are related to search results.
      User ID | User ID of the user.
      Full Name | Full Name of the user.
      Last Name | Last Name of the user

   4. From the User Name / User Groups list, click & select the approver user name at specific level of approval.

      - Click icon to remove user/ user group.

   5. Click Add to add the selected user/ user group at specific level of approval.

      - Click icon to remove specific approval level.

6. If you have selected Release option in the Workflow Type field;
   1. In the Level 1 field, select the appropriate user / user group in the Approval Details section.
   2. Click icon to add appropriate user / user group.

      The User Search popup appears. All the users and User groups created under the Group Corporate will be available for assigning at various approval levels.

7. Perform anyone of the following actions.
   - Click Save to save approval workflow.
   - Click Back to navigate back to previous screen.
   - Click Next to proceed to the next logical step.
   - Click Submit to submit the steps performed so far for approval.
   - Click Retain Draft to save the details entered as draft.
   - Click Cancel to cancel the transaction.
8. Perform anyone of the following actions.
   - Click Edit to modify the details entered.
   - Click on Add Another to new Workflow.
   - Click Cancel to cancel the transaction.
   - Click Back to navigate back to previous screen.

   The success message of saving the created approval workflow appears along with the transaction reference number and status.

Parent topic: Step 7: Workflow Management