Use this app to track purchase orders or customize it to suit any type of approval workflow.
Click here or select the PO Approvals template when creating a new workbook.
This template include 2 apps, one for the users submitting the requests, and another one for the approvers. The Approver app also allows you to customize the workflow right from the app.
- M_Approvers, M_Projects, and M_Status are used to provide a predefined list of options. M_Projects and M_Approvers can be updated using the manager app.
A_POs stores the requests and related metadata like submitted by, submission date, approver, and status. This table is modified when:
- Requester app user adds a new request
- Request is auto-approved by by a table automation if the request amount is under the threshold set in the M_Projects table
- A new approver is assigned depending on the workflow set in the M_Approvers table by the Next Approver automation.
Builder Tip : Group your tables using prefixes to easily find related tables.
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