development & coding

Elevate Your Approval Processes: Mastering Complex Workflows

Elevate Your Approval Processes: Mastering Complex Workflows

We know workflows in Drupal. We've built workflows for many use cases. These include helping non-profits simplify travel approvals, complex academic publishing processes, vetting fundraising proposals, and a system to match newcomers to Canada with appropriate agencies. We've identified tools that are effective and versatile.

Creating workflows that succeed at helping all parties understand the state of each approval, who needs to take action next, and what will happen after they click a button is a holistic challenge. It requires a highly consultative, transparent, and iterative approach. We’ll focus on tactics and key considerations to make your next project better for the people who use it.

Some key areas we'll discuss include:

* What to do when business logic determines what the approval steps are, or who the approver should be
* Tips for making sure users always know what is happening
* Handling notifications and reminders.
* Interfaces for types of approval

Bob and Xiaojung have over a decade of combined experience with advanced workflows. We are excited to share the valuable insights we have gained. Join us for practical tips and best practices. Don't miss out on this opportunity to enhance your workflows!