Workflows shows all approval tasks assigned to you from Business Online. These are typically document approvals from QDMS and approval requests from project workspaces.
Filter by type
At the top you can filter the workflows by type:
| Type | Description |
|---|---|
| QDMS | Document approvals from the Quality Document Management System |
| Workspace | Approval requests from project, customer, or contract workspaces |
| Quotes | Quote approvals (when the Quote Builder is enabled) |
Process a workflow
Tap a workflow to open the approval form.
The form typically contains:
| Field | Description |
|---|---|
| Title | What is to be approved |
| Issue Date | When the document was issued |
| Version Number | Version |
| Revision Number | Revision number |
| Originator | Who sent the request |
| Originator Comment | Comment from the request |
| Status | Picklist for the approval decision |
| Comments | Your comment (often required) |
| Open | Button to open the document in preview |
Make a decision
- Tap Open to preview the document
- Select status (Approve/Reject)
- Enter a comment (required when rejecting)
- Tap Submit
- The decision is synchronised to Business Online and the originator is notified
Difference between workflow types
| Type | How it works |
|---|---|
| QDMS | Used for approval of governing documents. One or more approvers can be configured per document |
| Workspace | Single-level approval flow. You are the only required approver for the document to get an increased revision |
| Quotes | Approval of quotes before they are sent to the customer |
ℹ️
The status and comment fields follow the approval engine in Business Online — everything registered in the app appears immediately in the same workspace.
📄 See also: Approval in workspace, QDMS in Business Online
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