Managing Existing Workflows in Dost

Managing Existing Workflows

Once you have multiple workflows, it is important to know how to manage them.

Viewing the Workflow List

In the Workflows section, you will see a table with:

• Name
• Configured conditions
• Approvers
• Whether approval is required
• Creation date

Editing a Workflow

Click on the workflow name to modify its conditions or actions:

• Increase or decrease thresholds (for example, from €5,000 to €3,000).
• Change the approver (for example, due to role changes in the company).

Duplicating a Workflow

If your company has similar structures (for example, the same workflow logic for different countries or entities), you can duplicate workflows and adjust only the necessary conditions.

Best Practices

Start simple

Begin with 1–2 key workflows (for example, “> €5,000” and “Critical suppliers”) before trying to cover every possible scenario.

Use clear and consistent naming

Examples:

• “Finance Approval > €5,000”
• “Purchasing Manager Approval – Supplier X”

Document your workflows internally

Maintain an internal table or guide section describing all workflows:

• Name
• Rule
• Approvers
• Creation date

Review workflows every 6–12 months

Ensure they remain aligned with your internal policies.

If roles or approval thresholds change, update workflows in Dost accordingly.

Avoid overly long approval chains

The more steps involved, the higher the risk of bottlenecks.

Try to keep approval flows as short as possible while still maintaining control.