Aptiwise
Aptiwise
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Workflow Types & Patterns
Conditional RoutingDecision StepsExpense Approval WorkflowForm IntegrationParallel Approval

Workflow Types & Patterns

Comprehensive guide to Aptiwise workflow types with visual diagrams and examples

Workflow Types & Patterns

Aptiwise supports a comprehensive range of workflow patterns designed to handle various business approval scenarios. This guide showcases the different types of approval flows with visual Mermaid diagrams and real-world examples.

🏗️ Core Workflow Components

Step Types

Learn about the fundamental building blocks of Aptiwise workflows:

  • Decision Steps - Binary and multi-outcome approval scenarios
  • Conditional Routing - Intelligent routing based on form data and business rules
  • Parallel Approval - Multiple approvers working simultaneously
  • Automatic Processing - System automation and integrations
  • Notifications - Stakeholder awareness and communication

Real-World Examples

Explore complete workflow implementations:

  • Expense Approval - Employee expense reimbursement process
  • Purchase Requests - Procurement and purchasing workflows
  • IT Equipment - Technology asset management
  • Leave Requests - Time-off approval processes

Advanced Features

Master sophisticated workflow capabilities:

  • Form Integration - Dynamic forms and field types
  • SLA Management - Timeouts, escalation, and compliance
  • Multi-Company - Enterprise-level multi-tenancy
  • Analytics - Performance metrics and insights

🚀 Quick Start Guide

Choose Your Workflow Pattern

Simple Approval Chain

Linear approval process with manager → director → completion

View Decision Steps →

Smart Routing

Conditional logic based on amount, department, or urgency

View Conditional Routing →

Committee Approval

Multiple approvers with various consensus strategies

View Parallel Approval →

System Integration

Automated processing with external system updates

View Automation →

🎯 Implementation Patterns

Expression Syntax

Aptiwise supports sophisticated conditional expressions for intelligent routing:

# Amount-based routing
conditions: "amount > 10000"

# Department-specific logic
conditions: "department == 'engineering'"

# Complex multi-criteria
conditions: "amount > 50000 and urgency == 'critical'"

# List membership
conditions: "category in ['equipment', 'software']"

Dynamic Role References

Leverage organizational hierarchy in your workflows:

# Reference user's direct manager
approver: "${requestor.manager}"

# Reference department head
approver: "${requestor.department_head}"

# Reference supervisor
approver: "${requestor.supervisor}"

📊 Getting Started

  1. Choose a Step Type - Start with decision steps for basic approvals
  2. Add Conditional Logic - Implement smart routing based on your business rules
  3. Configure Forms - Design dynamic forms that collect the right data
  4. Set Up SLAs - Define timeouts and escalation rules
  5. Monitor Performance - Track metrics and optimize your processes

🔧 Technical Resources

  • Syntax Reference - Complete ApprovalML YAML specification
  • API Documentation - Integration endpoints and webhooks
  • Examples Repository - Sample workflows for common scenarios
  • Best Practices - Optimization guidelines and patterns

Ready to build your first workflow? Start with our Decision Steps guide for the fundamentals, or jump directly to a real-world example to see complete implementations in action.

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Conditional Routing

Intelligent workflow routing based on form data and business rules

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Workflow Types & Patterns🏗️ Core Workflow ComponentsStep TypesReal-World ExamplesAdvanced Features🚀 Quick Start GuideChoose Your Workflow Pattern🎯 Implementation PatternsExpression SyntaxDynamic Role References📊 Getting Started🔧 Technical Resources