ANTE User Manual

Liquidation Workflow

Configure the workflow used for petty cash liquidations — the stages a liquidation moves through and the buttons that move it from one stage to the next.

Overview

The Liquidation Workflow page lets you design the process a petty cash liquidation follows from start to finish. A workflow is made of Stages (the states a liquidation can be in) and Connections (the actions that move it from one stage to another). You build and edit the workflow visually using the Flow Chart editor.

This is one of three workflow configuration pages in Settings (the others are Purchase Request Workflow and Delivery Status Workflow); all three share the same editor.

How to Open

  1. Click Settings in the sidebar.
  2. Open the Workflows group.
  3. Click Liquidation Workflow.

The breadcrumb shows Settings › Liquidation Workflow.

Page Layout

The page shows the workflow as two read-only tables, plus a button to open the visual editor:

  • Flow Chart button (top right) - Opens the fullscreen visual editor where all changes are made.
  • Stages table - Lists every stage in the workflow with a count in the heading.
  • Connections table - Lists every action that links one stage to another, with a count in the heading.

Stages table columns

ColumnWhat it shows
#The stage's position number
ColorThe stage's accent color swatch
NameThe stage name (e.g. "Pending Approval")
KeyThe internal key, auto-generated from the name
TypeStart for the first stage, End for a final stage, or "-" for stages in between
AssigneeWho handles the stage, or "-" if none is set

Connections table columns

ColumnWhat it shows
From StageThe stage the action starts from
To StageThe stage the action moves to
Button NameThe label on the button users click (e.g. "Submit", "Approve"), or "-"
Button ColorThe button's color swatch and value, or "-"
Dialog TypeThe dialog shown when the action is taken, or "-"

First-Time Setup

If no workflow has been configured yet, the page shows the message "No workflow configured for Liquidation Workflow." with a Create Workflow button.

  1. Click Create Workflow. This creates an empty workflow for liquidations.
  2. The two tables appear (empty at first).
  3. Open the Flow Chart editor to start adding stages and connections.

Editing the Workflow (Flow Chart)

All editing happens inside the fullscreen Flow Chart editor.

  1. Click the Flow Chart button (top right).
  2. The editor opens fullscreen with a pan-and-zoom canvas. Stages appear as boxes; connections appear as arrows between them.

Editor toolbar

  • Add Stage - Opens the Add Stage dialog (see below).
  • + / - - Zoom in / zoom out.
  • Fit - Fits the whole diagram to the screen.
  • A percentage label shows the current zoom level.

Canvas controls

  • Drag the empty canvas to pan around.
  • Scroll to zoom in and out.
  • Drag a stage box to reposition it; the new position is saved automatically.

Common Tasks

Adding a Stage

  1. In the Flow Chart editor, click Add Stage.
  2. In the Add Stage dialog, fill in:
    • Stage Name (required) - For example, "Pending Approval". A Key is generated automatically from the name (shown beneath the field) and must be unique.
  3. Click Add Stage to save, or Cancel to discard.

New stages start with a blue accent color. You can change the color afterward in the stage details panel.

Editing a Stage

  1. Click a stage box on the canvas. The Stage Details panel opens.
  2. Edit:
    • Name - The stage's display name.
    • Key - Shown but cannot be changed.
    • Accent Color - Pick from the preset swatches or choose a custom color. A preview shows the selected color.
  3. Click Save, or Close to discard.

Connecting Two Stages

  1. Hover over a stage box to reveal the connection points on its top, right, bottom, and left edges.
  2. Press and drag from a connection point to the target stage, then release on it.
  3. A new connection is created with a default button labeled Submit.

The editor prevents two kinds of invalid connections:

  • It will not let you create a connection that would form a loop (it warns: the connection would create an infinite loop).
  • It will not let you create a second connection between the same two stages (it warns that a connection already exists).

Editing a Connection

  1. Click a connection arrow (or its label) on the canvas. The Connection Details panel opens, showing the From → To stages.
  2. Edit:
    • Button Name - The label users see on the action button (e.g. "Submit", "Approve").
    • Button Color - Pick from the preset swatches or choose a custom color, with a live preview.
  3. Click Save, or Close to discard.

Deleting a Connection

  1. Click the connection arrow to open the Connection Details panel.
  2. Click Delete and confirm the prompt.

Deleting a Stage

  1. On the canvas, click the ✕ button on the stage box.
  2. Confirm the prompt ("Delete stage ...?").

Start and End Stages

You don't set Start and End stages manually — the editor detects them automatically:

  • A Start stage is one that has no incoming connections.
  • An End stage is one that has no outgoing connections.

These badges update on their own as you add and remove connections, and they appear in the Stages table's Type column.

Stage Assignees

When a stage has an assignee, the assignee type is shown on the stage box and in the Stages table. Possible assignee types are:

  • Department
  • Role
  • User
  • Supervisor (the requester's direct supervisor)

Tips

  • Build it in the Flow Chart - The two tables on the main page are read-only summaries; all changes are made in the Flow Chart editor.
  • Positions save automatically - Dragging a stage saves its position right away.
  • One path between stages - Only a single connection is allowed between any two stages, and connections can't loop back.
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Delivery Status Workflow
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RFP Workflow