The final stage of a workflow is calledTrigger, and it activates automatically when certain conditions are met. To configure it, follow these steps:
Go toAdministrative > Workflow > Templates
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In the templates list, click the 3 dots(⋮)of the template you want to modify. Then select "Edit"
Enter thelast stageof the flow.
Go to theDependencies.
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Review the following fields:
“This stage will start if”: select the previous stage (we recommend using the penultimate one).
“Is”: select the stateApproved.
This configuration ensures that the final stage activates only when the previous stage is fully approved.
Additionally, Alta and Flexible template types allow additional configurations:
In the case of anAlta-type template, you can create a user by checking the box:
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In the case of aflexible template, by clickingAdd Action, you can choose from:
Generate document
Create a pending task (requires the Pending Tasks module to be enabled. For more details, check our manual calledMódulo de Tareas Pendientes)
Which will then require you to fill in the required fields.
Note:In the case of apending task, although some fields are required, the person who completes this stage will be able to modify them afterwards.
🤖 This article was translated using artificial intelligence. View original article.