Workflow Engine

Powerful Workflows for Every Process

Tuli's workflow engine handles everything from simple two-step approvals to complex multi-department processes with conditional routing, parallel approvals, and automated actions.

Multi-Step Approvals

Define approval chains of any length with different approvers at each stage:

1. Department Manager reviews and approves
2. Finance Controller validates budget allocation
3. VP/Director gives final approval (for amounts over threshold)
4. System generates documents and sends notifications

Conditional Routing

Workflows adapt based on record data:

• Route high-value expenses to senior management
• Skip certain steps for pre-approved vendors
• Branch into parallel paths for different departments
• Auto-approve items below configurable thresholds

Role-Based Approvers

Assign approvers by role, not by name:

• When people change roles, workflows automatically update
• Department-based routing ensures the right people approve
• Delegation rules handle vacations and absences
• Escalation paths prevent bottlenecks

PDF Signing

Generate and sign documents as part of the workflow:

• Auto-generate PDFs from record data using templates
• Digital signature capture at any workflow step
• Multi-party signing with sequential or parallel order
• Signed documents automatically attached to the record

P9 Workflow Definition

Define workflows declaratively in P9:

@workflow ExpenseApproval
@application Finance
@module "Finance"

initiate {
	@model Expense

	on (submitted) {
		start "Manager Review"
	} when ({Amount} > 0)
}

step "Manager Review" {
	@model Expense

	approvals {
		from "Department_Manager"
	}

	on (approved) {
		next "Finance Review"
	}

	on (rejected) {
		status "Rejected"
		finish
	}
}

step "Finance Review" {
	@model Expense

	approvals {
		from "Finance_Controller"
	}

	on (approved) {
		next "VP Approval"
	} when ({Amount} > 5000)

	on (approved) {
		status "Approved"
		finish
	} when ({Amount} <= 5000)

	on (rejected) {
		status "Rejected"
		finish
	}
}

step "VP Approval" {
	@model Expense

	approvals {
		from "Vice_President"
	}

	on (approved) {
		status "Approved"
		finish
	}

	on (rejected) {
		status "Rejected"
		finish
	}
}

20+ Pre-Built Workflows

Tuli comes with ready-to-use workflows for common processes:

Module	Workflows
Leasing	Lease Approval, Renewal, Move-Out, Reservation
Facilities	Work Order, Service Request, Emergency Job
Finance	Expense Approval, Payment Processing, Budget Request
Sales	Lead Qualification, Proposal Approval, Contract Signing
Procurement	RFQ Process, PO Approval, GRN Verification
Trading	Order Processing, Invoice Approval, Credit Note
Warehousing	Material Request, Stock Transfer, Asset Check-out

All pre-built workflows are fully customizable through P9.