Use RPA to automate routine tasks in your company, like leave and document approvals. Any employee can easily create a workflow here.
Here's how:
- Go to the Automation section.
- Open the RPA tab.
- Select RPA list.
- Click the New workflow button.
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To set up a new workflow, fill out the form:
Workflow.
- Name: Enter the workflow name for the RPA list.
- When created, move items to the next stage after created: Choose if items should start at the first stage or move automatically to the next.
Workflow start. Select employees who can run the workflow.
Fields to fill in upon start. Add custom fields for the workflow item form.
RPA: Custom fields
Access permissions. Choose who can edit the workflow.
RPA: Access permissions
Workflow image. Select a suitable icon.
Once done, save the changes.