How to create a workflow to handle multi-step approvals in Bubble.io?

Learn how to create a multi-step approval workflow in Bubble.io. This step-by-step guide covers setting up the app, creating request forms, handling approvals, and more.

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Overview

Creating a multi-step approval workflow in Bubble.io enhances your app’s efficiency and organization. Follow these steps: Set up your app by structuring the database with tables like 'Requests', 'Users', and 'ApprovalSteps'. Design a request form for users and set up a series of approval steps. Configure workflows for form submission and notifications. Create an interface for approvers to manage requests, with 'Approve' and 'Reject' options. Test the workflow thoroughly and deploy it for live use, making adjustments as needed.

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How to create a workflow to handle multi-step approvals in Bubble.io?

Step 1: Setting up the App

Open Bubble.io and create a new app.
Design your database structure. Create necessary tables such as 'Requests', 'Users', and 'ApprovalSteps'. Ensure these tables have fields to store relevant information.

Step 2: Creating the Request Form

Go to the Design tab in Bubble.io.
Design a new page for users to submit requests. Add necessary input fields such as 'Request Name', 'Details', etc.
Add a submit button to trigger the workflow for creating a new request.

Step 3: Setting Up Approval Steps

Create a multi-step form or series of pop-ups to handle the various stages of the approval process.
Add triggers to move to the next step upon completion of the current one.

Step 4: Workflow to Submit Request

Go to the "Workflow" tab and create a new workflow for form submission.
Set the first action to create a new record in the 'Requests' table and store the form input data.
Add additional actions to create initial 'ApprovalSteps' records linked to the submitted request.

Step 5: Notifications for Approvals

Create a workflow to send notifications when an approval step is created. You can use plugins like 'SendGrid' for email notifications or in-app notifications.
Set conditions to notify the right user for each step of the approval process.

Step 6: Handling Approvals

Design an interface for approvers to view pending requests and make decisions. This can be a dashboard page listing pending approvals.
Add buttons or actions for 'Approve' and 'Reject' in the approver's interface.
Create workflows for these buttons to update the record in the 'ApprovalSteps' table and trigger subsequent actions based on the decision.

Step 7: Final Approval Step

Set conditions to check if all prior approval steps are completed before moving to the final step.
Add a workflow to notify the requester upon final approval or rejection of the request.

Step 8: Testing the Workflow

Test the entire workflow end-to-end to ensure every step and notification works as intended.
Check for any edge cases or errors and refine your workflows accordingly.

Step 9: Deployment

Once everything is tested and functional, deploy your app for live usage.
Monitor the app for any issues and gather feedback for further improvements.

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