Workflows
Full documentation for this module is coming soon. The content below outlines what the Workflows module covers.
XBuddy Workflows lets you automate approval processes and business rules across every module — without writing code. From invoice approval to leave requests, define the rules once and let the system enforce them every time.
Key Features
- Visual workflow builder with trigger, condition, and action steps
- Pre-built templates for common approval flows (invoices, expenses, leaves, POs)
- Multi-level approval chains with escalation rules
- Conditional branching based on record values (e.g. amount, department, role)
- Approval via email, mobile push, or in-app notification
- Audit trail of every approval decision with timestamp and comment
- Integration with all modules that have approvable records
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[Screenshot: Workflows — Visual Workflow Builder]
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[Video: Workflows — Building Approval Flows in XBuddy]
Watch on YouTube → @XBuddy (placeholder)
Getting Started
- Go to Settings → Workflows and choose a pre-built template to start from
- Configure the trigger (e.g. Invoice submitted for approval)
- Set the conditions (e.g. amount greater than 5,000,000 VND)
- Define the approver chain (e.g. direct manager, then Finance Director)
- Activate the workflow and test it with a sample record