ERPNext Core / Framework
What is Workflow?
- Workflow
- ERPNext Workflows define multi-step approval processes for any document, routing it through states (Draft → Pending Approval → Approved) with role-based transition rules.
Building a Workflow
Go to Settings → Workflow → New. Select the DocType (e.g., Leave Application), define States (Draft, Pending, Approved, Rejected), and create Transitions (Draft → Pending: Submit by Employee; Pending → Approved: Approve by HR Manager). ERPNext adds workflow action buttons to the form.
Workflow Notifications
Each workflow transition can trigger email notifications via a configured Notification. The assignee at each state receives an email with a direct link to the document. This creates a digital audit trail of who approved what and when.
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Related Terms
Notification
ERPNext Notifications send automated email, SMS, or system alerts when a documen…
Role and Permission
ERPNext's Role-based Permission system controls who can Read, Write, Create, Del…
DocType
A DocType in Frappe/ERPNext is the fundamental building block — a configurable d…
User
A User in ERPNext is a login account that grants access to the system, assigned …
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