Leave Request Workflows List Page

A workflow is a combination of states and transitions that make up a process. The workflows are used to automate and streamline business practices by enforcing a systematic method of producing specific results in an organization.

The Leave Requests Workflows page contains a list of all available Leave Requests Workflows in the system under a root placeholder called Leave Request Workflows.

Within this page you can:

  • Create new Leave Request Workflows
  • Edit Leave Request Workflows
  • Delete Leave Request Workflows
  • Refresh the page
  • Export to Excel
  • Access the Leave Request Roles setup and management page

Access the Leave Request Workflows page

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Timesheet.
  3. From the available menu options select Leave Request Workflows.
  4. View Leave Request Workflows list page.

Available Options

The Leave Requests Workflows page contains a list of all available Leave Requests Workflows in the system under a root placeholder.

From the Leave Request Workflows list page you can perform the following:

  1. Click Refresh to reload the page.
  2. Delete selected Workflow(s): When one or more Workflow(s) are selected, the delete button becomes available. Note that the Delete option is not available for placeholder Workflows with child items.
  3. Click to Export the list to Excel.
  4. Access the placeholder Workflow context menu to create a New Workflow. Note that the Delete option is not available for placeholder Workflows with child items.
  5. Access the Workflow context menu to:
    1. Create a New Workflow.
    2. Delete the Workflow.
    3. Copy the Workflow
  6. Click the name of a Workflow to edit.
  7. Click Workflow Roles to create/manage the Work Item Workflow Roles.
  8. Click Create Leave Request Workflow to create a new workflow.
  9. Search for a workflow by Name, Id or Alias.
  10. Hover over a workflow name to view a tooltip displaying the workflow name and version in the format "<WorkflowName> – Version <VersionNumber>".
  11. Click and drag a Workflow name to a new Parent placeholder.

For more information refer to: