Important:
This functionality is only accessible for system administrators. Users who use Visma.net Approval in combination with Visma Document Center do not have access to this window as the workflow is determined in Visma Document Center.
A workflow is only considered to be established if at least one approver can be identified for all steps which require an approver. If no approver is identified for a mandatory step – or if all steps are skipped based on the set up of the workflow – then the workflow cannot be established and the document is considered blocked.
Blocked documents arrive in the Document overview window in the blocked state. This can only be accessed by a system administrator.
A workflow is composed of one or more steps. All approvers of one step receive the document at the same time.
Once a step is completed, approvers of the next step receive the document. A step can be conditional depending on the value of the document – and steps can be skipped if a chosen value is not exceeded. When the last step is completed or when the document is rejected, the document is sent back to the other service with the updated status.
You can create multiple workflows per document type, but you can only activate one workflow per document type. This means that instead of changing the active workflow, you can copy it or create a new one and do your changes there. Once you have completed your changes, you activate the new workflow.