Have the cost center entered

Before an invoice goes to approval, accounting adds the cost center and the invoice number: the Capture task can only be completed once both required fields are filled in. Then the cost center’s responsible person approves.

The workflow

The workflow starts for every document of the type incoming-invoice. Its file workflow.yaml:

$schema: 'https://docs.acriva.de/schemas/workflow.schema.json'
format: 1
schemaVersion: 5
sdk: '1.0.0'
key: capture-cost-center
name: Kostenstelle erfassen
template: custom
trigger:
  documentType: incoming-invoice
fields: []
start: capture
steps:
  - kind: humanTask
    name: capture
    label: Kostenstelle erfassen
    taskKind: capture
    assignees: []
    fallback:
      kind: role
      role: Buchhaltung
    options:
      excludeRequester: false
      excludeActorsOfSteps: []
      pickFile: false
    next: approval
    requiredFields:
      fields:
        - invoice.costCenter
        - invoiceNumber
      requireComment: false
  - kind: humanTask
    name: approval
    label: Freigabe Kostenstelle
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: costCenterResponsible
    fallback:
      kind: role
      role: Geschäftsführung
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: approved
    onRejected: rejected
  - kind: end
    name: approved
    label: Freigegeben
    outcome: approved
  - kind: end
    name: rejected
    label: Zurückgewiesen
    outcome: rejected