Entity Management Flow

The Entity Master Management Flow functionality lets you create/modify entities based on form submissions. An entity will be created/modified automatically with the inputs entered in the form fields. Here, you can define the form fields to be considered for creating an entity and automapping criteria for the newly created entities. Additionally, you can also define a set of rules to create an entity. To use this functionality, you need to make sure that an approval process must be configured to the form.

You need to fill out a form and submit it for approval. An entity will be created automatically once the submitted form gets approved by the concerned manager. The created entity will be automatically mapped to the employees who filled and approved the form based on the configuration you defined.