This guide shows you how to add a ready or reject node in a QuoteCloud workflow, allowing you to manage document approvals and ensure each outcome is handled correctly.
Add a Ready or Reject Node
Adding Ready & Reject Nodes in a Workflow
Learn how to configure Ready to Send and Reject to Send endpoints for approval workflows in My Guideflow.
Steps to add ready and reject nodes
1
Understand approval workflow outputs
Approval nodes contain two separate workflow outputs: Approve and Reject. Approved documents follow the approval path, while rejected documents follow the rejection path.
2
Add the reject endpoint
Under the rejection branch of the approval node, click the node placeholder labelled Add a step.
3
Select “Reject to Send”
From the workflow action menu, choose Reject to Send to create the rejection endpoint for rejected documents.
4
Add the ready endpoint
Under the approval branch of the workflow, click the node placeholder labelled Add a step.
5
Select “Ready to Send”
From the workflow action menu, select Ready to Send to create the endpoint for approved documents.
6
Review the workflow structure
Confirm that approved documents now route to the Ready to Send endpoint and rejected documents route to the Reject to Send endpoint.
7
Complete the workflow setup
Once both endpoints are configured correctly, the workflow setup will be complete and ready for use.
FAQs