Advanced settings: Live workflows

If this setting is enabled, workflows will be triggered simply by changing a document's details to match the workflow's criteria.

Mads avatar
Written by Mads
Updated over a week ago

Under Settings > Advanced > Workflow, you can enable or disable the Live workflows setting for your company account by checking or unchecking the box: 

If the setting is not checked...

...then workflows will only be triggered when an expense is first added to your Corpay One account. In other words, an expense must meet the criteria of one or more workflows at the moment the expense is added in order for the workflow's action to be performed automatically.

If this setting is checked...

...then workflows will be activated any time a change is made to a document that causes it to meet the criteria of one or more existing workflows.

Example: If amount of an expense is modified to be over $1,000, the workflow below will be triggered. Previously appointed approver(s) will be automatically removed from the expense and Kate Lombard will instead be appointed as the new approver, and the category will be changed to Revenue

If the Live workflows setting is not checked, the document's original approver(s) and category will remain. 

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