I. Function Introduction

Approval workflow management is the core function of enterprise workflows, supporting:

• Visual Design: Drag-and-drop workflow construction
• Multi-level Approval: Flexible configuration of approval levels
• Conditional Branching: Support for complex business scenarios
• Automated Triggering: Integration with business data

Access Entry:

1. Administrator logs in to Management Backend
2. Navigation menu select: 【System Settings】→【Workflows】

II. Operation Guide

1. Add New Workflow

Operation Steps:

1. Click "New" button on toolbar

2. Fill in basic information:
   • Workflow Name (Required, e.g. "Purchase Approval")
   • Application Code (Associated business module)
   • Approval Levels (Default 3 levels, expandable)
3. Click "Save" button

2. Modify Workflow

Operation Steps:

1. Locate target workflow
2. Click "Edit" button in operation column
3. Modify:
   • Workflow name
   • Application code
   • Approval levels
4. Click "Save" button

3. Workflow Designer

Access Entry:

1. Locate target workflow
2. Click "Workflow Design" button in operation column

3.1 Add Approval Step

Operation Steps:

1. Locate step insertion position
2. Click connection line between steps
3. Select "Approver"

3.2 Modify Step Name

Operation Steps:

1. Double-click target step title
2. Enter new name (e.g. "Department Review")
3. Click anywhere outside the step area

3.3 Configure Approval Rules

Operation Steps:

1. Click target step area
2. Open approver settings panel

3. Configure:
   • Approver Type:
     • Specific person
     • Department head
     • Designated role
     • Initiator
     • Department position
     • Free selection
4. Set business logic

Operation Steps:

• In step settings panel
• Fill in:
  • Post-Submission Trigger Event (Execute extension code)
  • Form Data Modification (Automatically update business data)

5. Click "Confirm" to save

3.4 Delete Step

Operation Steps:

1. Hover over target step
2. Click "X" delete icon in top right corner
3. Confirm deletion

4. Delete Workflow

Operation Steps:

1. Select target workflow
2. Click "Delete" button in operation column
3. Confirm deletion

Precautions:

• Workflows in use cannot be deleted
• Deletion is irreversible

III. Best Practices

1. Workflow Design Principles

• Concise and Efficient: ≤5 approval steps
• Clear Responsibilities: Preferably 1 approver per step
• Exception Handling: Configure return/reassign rules

2. Handling Complex Scenarios

1. Conditional Branching:
   • Add condition nodes
   • Set conditions (amount/type, etc.)
   • Configure different approval paths
2. Parallel Approval:
   • Add parallel gateways
   • Configure multiple simultaneous approvals
3. Auto Approval:
   • Set rule trigger conditions
   • Configure auto-pass logic

3. Testing and Verification

1. Create test workflow
2. Simulate different approval scenarios:
   • Normal approval
   • Return for modification
   • Reassign to others
3. Check:
   • Notification accuracy
   • Data synchronization
   • Report generation

IV. Precautions

1. Modification Impact:
   • Workflows being modified are automatically frozen
   • Initiated workflows are unaffected
2. Permission Control:
   • Only workflow administrators can modify
   • Operation records are audited
3. Performance Optimization:
   • Single workflow ≤20 steps
   • Avoid multi-layer nested loops