Setting up workflows and approval processes

Workflows are one of the most important tools that help automate the business processes in an organization. Approval process is one of the most widely used use case for Workflows. SAP Cloud for Customer makes the process simple and a great experience for the user.

In SAP Cloud for Customer, Workflows, when activated, enable notifications to the customers/agents whenever a task has been completed successfully or certain condition has been met as per the specified criteria.

We can define and activate rules for updating the fields and set up notification manually. Once a specified condition is met within the specified criteria, the field will update automatically and change the field values.

We can also set actions to send notifications to the users once the item or field has been changed and a task has been completed successfully or even better, send emails directly to the customers.

In this video, you'll learn how to set up a workflow rule in the system.

In this video you'll learn how to set up an approval process.