Note: In March, 2021, Roger officially changed its name to Corpay One. Our features and functionality have not changed. To learn more and understand the change, read more.
Why create workflows from existing documents?
With just a few clicks you can ensure that future, similar documents activate your workflows, appoint approvers, and automatically perform a number of relevant actions.
When you create a workflow from an existing document, the workflow will automatically be filled out with the details of the existing document. This way you not only avoid having to type the details manually, but you also avoid errors, since the workflow is created from the existing document.
How do I create a workflow from an existing document?
Click the three dots in the upper right corner of the existing document from your dashboard, and select Create Workflow rule from the dropdown. This will automatically open the workflow creator:
Here you can see how the workflow looks (see next paragraph), and you are free to edit it if you wish. Lastly, click on Save and activate workflow at the bottom of the window:
The workflow is now active and will be activated by future documents that match its triggers.
How does a workflow created from an existing document look?
Let's use the following document as example:
The workflow created from this document will look like this:
- The existing document's vendor name is inserted as the workflow's name.
- The existing document's amount, currency and vendor name are inserted as the workflow's triggers.
- You are inserted as the workflows's approver.
- The existing document's category, department and note are inserted as automatic actions.
Can I edit a workflow created from an existing document?
Yes, you can edit this type of workflow like any other workflow. The only difference between this workflow and other workflows you've created manually is in how you open the workflow creator.