Short answer

Yes. This feature is available in Sanplex Standard and Premium. Sanplex includes built-in workflows and approval flows that can be customized for your team. You can add fields to the relevant workflow and define approval steps where your process requires review.

Availability: Available in Standard and Premium

In this article

When to customize

Customization is useful when a team needs different fields, statuses or approval checkpoints from the default process. Keep the design focused on the information and decisions people actually need.

Customize workflows and fields

  1. Go to Admin > Workflow to create or edit a workflow.
Workflow settings in Sanplex
  1. Open the workflow for the module you want to change, such as Program.
Program workflow designer in Sanplex
  1. Choose Design, then select Create Field to add a field when the existing fields do not capture the information you need.
Create field dialog in Sanplex
  1. Configure field details and place the field where users will encounter it in the workflow.
Custom field settings in Sanplex

Create or update approval flows

  1. Go to Admin > Approval Flow.
  2. Create a new approval flow or open the flow you want to update.
  3. Define the approval checkpoints and apply the flow to the relevant work process.
Approval flow designer in Sanplex

Note: Introduce changes in small steps and test them with a representative project. Review the fields and approval steps after rollout so the process does not become heavier than the decision it supports.