In this tutorial we will build a workflow for submitting expense reports. This workflow will send the expense report to the employee's supervisor and HR manager for approval. If the report is over $10,000, it will also be sent to the CFO for approval.
Head to Process Builder
Navigate to the App where you would like to build and select Workflow Editor.
Create New Transaction Initiated Event
First, we will create a new Event. The type will be Transaction Initiated and name it Set Up New Expense Report. Once you are finished, click Save and Close.
Drag over a new Block
Once the new Event has been created, drag over a new block to begin creating the workflow. Name this new block Set Up New Expense Report.
Add Actions to Block
Drag-and-drop a new Action into your Block. Select New to create a new Action.
Create Assign Participant Action
Create an Assign Participant Action and name it Assign Supervisor. Fill in the email and choose App Configured from the Phase drop-down.
Create another Add Participant Action for the HR Manager.
Tip: You can copy and modify existing Actions.
Create a New Block for CFO Approval
Now we will create a new block to handle conditional CFO approval. Name this Block Amount > $10,000 and click Attach a Condition.
Fill in liquid to determine if the expense report exceeds $10,000.
Once your condition is finished click Save & Close to create the Block.
Create a new CFO Approval Action
Create another Assign Participant Action to assign the CFO. Create this Action inside the conditional Amount > $10,000 Block.