Build Purchase Approval Workflow

Build a purchase approval workflow from template #74: collect a request via form, route to a manager, and create a procurement task only when approved.

What this template does

1. Purchase Request Form — item, amount, justification fields.
2. Request Manager Approval — business approval with 48h expiry.
3. Wait → Check → Switch — approved vs rejected.
4. Create Purchase Task on approval, or Log Rejection on deny.

Step 1 — Load the template

1. Studio → Templates → search Purchase Approval or category Business.
2. Load template #74.

Step 2 — Customize the form

1. Select Purchase Request Form. Edit field labels, add cost center or vendor if needed.
2. Set Expires in hours for how long the form stays open.
3. Share the form URL with requesters after activation.

Step 3 — Approval settings

1. In Request Manager Approval, set the real Approver email.
2. Approval title uses {{item}} and description shows {{amount}} — ensure form field names match.

Step 4 — Test the flow

1. Submit the form with a test purchase.
2. Decide in Jobs → Approvals.
3. Confirm a procurement task is created only on approval.

Step 5 — Go live

• Run Dry Run first, then Validate and Activate.
• For on-site approvers without Studio, export to a runtime agent — see Purchase Approval on Runtime Agent.

Related tutorials

• Leave Request + Manager Approval — HR variant.
• Employee Onboarding Workflow — multi-step approvals.