Workflow forms and SLA

Workflow forms standardize recurring requests within a project (e.g. a change request, a purchase proposal, a leave request).

Creating a form

1. On the project workspace page, open the Workflow forms block.
2. Enter the Workflow form name and SLA hours — the number of hours within which a submission must be handled.
3. Select Approval required and set the Approval steps; add an Escalation email to which a notification is sent when the SLA is breached.
4. Optionally, select Create tasks automatically — an approved submission then creates a project task.
5. Write the Field lines — one field per line. Save.

Submitting and approving

1. In the Workflow submissions section, choose a form, fill in the Submission payload and press Create submission.
2. The approver sees the submission with the status Pending / In review, its Approval stage and its Breach status (SLA).
3. The approver presses Approve or Reject.