Configuration

The Configuration section contains all setup tools for the Workflow module, including: 

• Configuration Setup 
• Activities Log 
• Bulk Processes 
• Profile Settings

To create a new workflow configuration, click the “Add New” button at the top-right corner. 

A form modal is displayed which contains a list of text fields to be filled. All fields with an asterisk(*) are compulsory.

Configuration Details  #

Configuration Type

• Custom – For non-financial requests (e.g., leave requests). 
• Payments – For financial requests only (e.g., petty cash, vendor payments).

Custom Configuration 
Select “Custom Requests” and fill in the required fields as listed below.

• Configuration Name: A unique name for the request type. 
• Unique ID: A unique alphanumeric identifier for the configuration. 
• Applicable Branches: Select the branches where this configuration will be available. 
• Initiator Type: Defines who can create the request (Role or Team). 
• Approval Path: Defines who can approve the request. 

Custom Configuration  #

Custom configurations handle all non-financial requests. 
When creating a custom configuration, complete the following fields: 

• Name: Request name (e.g., “Sick Leave”, “Travel Request”). 
• ID: Unique alphanumeric code. 
• Initiator Type (Team or Role): Choose who can initiate the request. 
• Approval Type: Define which user class can approve. 
• Applicable Branches: Select locations where the request applies. 

Adding Additional Fields #

If additional information is required:

1. Click “+ Add New Field Set

2. Provide a Field Set Name and Field Set Note

3. Click “+ Add New Field”, and fill:
a. Field Name 
b. Data Type (text, date, dropdown, radio button, etc.) 
c. Field Status (active or inactive) 
d. Description 
e. Required Toggle (sets the field as compulsory) 

After completing all fields, activate the configuration and toggle file upload requirements if needed.

Finally, click Submit.

Payment Configuration  #

Payment configurations handles all financial-related requests.

Once “Payment Request” is selected, the system automatically displays compulsory fields such as:

• Vendor Name 
  
• Payment Date 
  
• Total Amount 

Other fields include: 

• Name: Name of the payment request. 
  
• ID: Unique alphanumeric code. 
  
• Applicable Branches 
  
• Initiator Type (Team or Role) 
  
• Approval Type: User, Team, or Role

Additional fields can be created using the same steps as Custom Configuration. 
After configuration, activate it and define any file upload requirements before submitting.