Selecting workflows from a list

Selecting workflows from a list

By default, the user wouldn't choose a workflow. They will have the approval process pre-set for them. However, by providing them with the Admin role, the approval list will be accessible. 

If you want the users to be able to choose a workflow from the drop-down list, they have to have the Admin role.

So to get to this…

workflow dropdown

They need this …

admin role



    • Related Articles

    • Permissions & Roles

      Admin > Settings > User Membership Individual Permission Sets Each user can have their permissions individually tailored for their entire Zahara access. You achieve and edit this by clicking their name in the user section to get to the options shown ...
    • Understanding Workflows & Approvals

      Understanding approvals Approvals sit at the Division level and Divisions are designed to be flexible, but are really the natural groupings of people in your organisation. If you are a typical business with Marketing, Sales, HR then the Divisions ...
    • Adhoc invoice approvals

      What are Ad Hoc Approvals? In Zahara you can create as many pre-determined Approval processes as you need – for purchases and for invoices. These rely on logic to determine who the approver is or indeed if the Purchase or Invoice needs to go for ...
    • Invoice Coding Approvals

      There are times when you need your approvers to also code an invoice. Coding can include the Account code (ledger / nominal), the Cost Code or the Project code. You can create an approval set that requests / demands the user takes action. Edit your ...
    • Invoices List - Zahara 3

      Invoices List The 'Invoices List' in Zahara 3 is where you'll find all the invoices associated to the business unit you're logged in to. To access the list select 'Documents' in the main menu, from there choose 'Invoices (beta)'. This will take you ...