How to Set up Dynamic Workflow
Dynamic Workflow in Integrum Live enables organizations to implement multi-stage workflows with conditional approvals. This functionality allows teams to customize review and escalation paths based on their governance models, improving flexibility, accountability, and turnaround times.
Set Up Dynamic Workflow
To configure a dynamic workflow, use the Workflow Wizard within the form template editor. Follow these steps:
- Navigate to the Form Template
Go to the desired form template and select Edit. - Open the Workflow Wizard
Click on Workflow Wizard to begin configuration. - Select Workflow Type
In the Form Workflow Type dropdown, choose Dynamic Workflow.
4. Configure Workflow Settings and Add Workflow Stages
Use the Add Dynamic Workflow section to define each stage:
- Stage 1: Draft
- Stage 2: Pending Approval – Manager 1
- Stage 3: Pending Approval – Manager 2
- Stage 4: Pending
- Stage 5: Final Approval
You can reorder stages and remove any unnecessary ones using the Remove button next to each phase.