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When you create a workflow form, the system automatically generates an approval process with the initiator as the sole approver. In practice, an approval process usually involves multiple approvers, and message notifications should be sent when the approval starts and ends. This article walks you through building an approval process, using a leave request flow as an example.

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Preparation

Before you start, create a YiDA app.

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Step 1: Create a Workflow Form from a Template

  1. Sign in to the YiDA workbench. Select the target app and go to the Page Management page.
  2. Click the + icon in the upper-left corner and select Create workflow form.
  3. Select Create from template, choose the Leave Request template, and click Use.
After the form is created, the form design page opens automatically.

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Step 2: Design the Leave Flow

1

On the form design page, click Workflow design at the top

2

Click Create new flow in the upper-right corner

Enabled flows can only be viewed and cannot be edited directly. After a workflow form is created, a V0 flow is automatically generated with you as the approver.
3

Hover over the connection line at the approval node to display the + button, then click + and select the Approver node

4

Step 4

Rename the approval node to Manager approval, set the approver to Direct manager, select the direct manager as the level-1 manager of the initiator, and click Save to complete the configuration.
5

Hover over the next-level approval node, click Delete in the upper-right corner of the node to remove it

6

Hover below the Manager approval node, click +, and select Branch node > Conditional branch

7

Select Condition 1, rename it to Leave over 30 days, and set the condition rule to Leave days greater than or equal to 30

8

Under the Leave over 30 days branch, add an approver node and set the approver to Director

Leave requests over 30 days typically require approval from a department or company manager. The Director setting here is for reference only.

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Step 3: Test the Approval Flow

After configuring the flow, follow the steps below to test it.
1

Click Test in the upper-right corner

2

Submit a leave request within 30 days, then click Start test

As shown below, leave requests within 30 days are approved by the initiator’s manager.
  1. Submit a leave request for more than 30 days, then click Start test.
As shown below, leave requests over 30 days are approved by both the initiator’s manager and the department leader.

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Step 4: Publish the Approval Flow

After the flow design is complete and the test passes, return to the workflow design page and click Publish flow in the upper-right corner to enable the flow. You have now finished building the leave approval process.

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Notes

  • The End node cannot be deleted.
  • An approval process must contain at least one approval or execution node; otherwise, it will fail to save.