Core operations and workflow

Creating and submitting a request

Submit a request from any policy. The policy shapes everything that follows: the form, the stages, the approvers and the conditions.

What this demo shows

1. 1

   Click New request and select the policy that fits what you need approved.

2. 2

   Enter a title and a description.

3. 3

   Complete the policy’s own fields. Each policy asks for different information.

4. 4

   Click Submit for approval. You land on the request’s details page straight away.

5. 5

   Cancel the request at any time before a final decision, or use PDF export to keep a record of it.