This guide shows you how to add a node in a QuoteCloud workflow, allowing you to customise approval paths and manage your document processes effectively.
Add a Node
Adding a Node in a Workflow
Learn how to add approval nodes and configure approval outcomes within a workflow in QuoteCloud.
Steps to add a workflow node
1
Add a new workflow step
In the workflow editor, click the black node labelled Add Step beneath the workflow trigger block.
2
Choose the Approval node type
From the dropdown list of workflow actions, select Approval.
3
Configure approval outcomes
The workflow will automatically create separate paths for both approved and rejected outcomes.
4
Configure the approved action
Under the Approved branch, click Add a step and select Ready to Send.
5
Configure the rejected action
Under the Rejected branch, click Add a step and select Reject to Send.
6
Save the workflow changes
Click Save to apply the workflow configuration changes.
7
Configure the creator role
If the workflow configuration is incomplete, click Configure the creator role here inside the trigger block.
8
Add trigger conditions
In the Edit Trigger panel, click the condition selector to configure which users or roles can trigger the workflow.
9
Select the user role
Choose the required user role from the dropdown list. In this example, the Admin role is selected.
10
Apply the trigger configuration
Click Apply to confirm the trigger conditions and workflow permissions.
11
Finalise the workflow setup
Click Save one final time to complete the workflow node setup.
FAQs