Workflow Actions
Introduced in Version 11, Workflow Actions provide a centralized place to track and manage all pending approvals and actions required from users within workflows.
1. Overview
Workflow Actions help users see and respond to documents that require their approval or rejection in a workflow process. It ensures that no pending approvals are missed and keeps the workflow process organized.
2. How Workflow Actions Work
When a workflow is configured with email alerts enabled, ERPNext automatically notifies eligible users when their action is required. These actions typically include:
- Approve
- Reject
- Review / Comment (depending on workflow configuration)
Users receive both email notifications and in-app workflow action entries.
3. Accessing Workflow Actions
To view workflow actions, go to:
Home > Settings > Workflow Actions
Here, users can see all documents awaiting their action.
4. Email Notifications
If the “Send Email Alert” option is enabled in the Workflow configuration, ERPNext sends an email notification to the assigned user whenever an action is required.
These emails typically include the relevant document as an attachment and provide quick action links such as Approve or Reject.
5. Workflow Actions List
Apart from email notifications, users can also view all pending actions in the Workflow Actions list inside ERPNext. This list provides a consolidated view of all tasks that require attention.
6. Workflow State Dependency
Workflow Actions are generated based on defined transitions between workflow states. However, actions are not created for transitions involving optional states.
7. Email Templates for Workflow Actions
You can configure email templates for different workflow states. These templates help communicate the required action or next step clearly to users.
8. Related Topics
- Workflows
- Workflow States
- Assignment Rule
