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Introduction to Workflows

Learn how to streamline your vendor and contract management processes using Gatekeeper workflows.

Take Control 2025

Let's Build: Vendor Onboarding Workflow

Learn the Vendor Onboarding Best Practice Workflow and its phases, from request initiation to final review, along with ownership assignment and email notification setup.

Workflow Access

Learn how to apply permissions within workflows, from setting broad workflow-wide access to configuring permissions for specific phases. The course also covers how to handle exceptions, such as giving temporary or card-level access. By the end, you’ll have a clear understanding of how to ensure the right people can access the right parts of a workflow at the right time.

Building Workflow Forms

Learn how to build workflow forms, from creating sections and fields to configuring visibility for specific phases. By the end, you’ll have a clear understanding of how to ensure the right people can submit and review information at the right time.

Workflow Actions

Learn about workflow actions, including manual and AutoActions, mandatory data fields, action sequencing, and action configuration.

Workflow Approvals

Learn how to configure and manage workflow approvals, including single approvals, parallel approvals, and conditional rules, to enable efficient decision-making.