Approval Workflows
An overview of onboarding vendors in Felix
A guide for Enterprise Users on the onboarding and approval process for getting vendors into your network and list in Felix.
1 View•27 Aug 2025•Knowledge Article
How to Apply a Sign-off Template to a Vendor
A guide to applying sign-off templates to a Vendor
1 View•21 Aug 2025•Knowledge Article
How to Complete an Approval Request
A guide for Enterprise Users on how to approve or decline an approval workflow request and overriding an approval in Felix.
1 View•27 Aug 2025•Knowledge Article
How to Configure the New Vendor Request Approval Feature (Administrator Guide)
Guides Felix organisation administrators through configuring the New Vendor Request Approval feature — including assigning the Request new vendor and approval permissions to security groups, creating approval groups with the New vendor request approvals toggle enabled, building approval routes with multi-level approver chains, and enabling the Optional Business Number organisation setting. Both the Approval Workflows feature and the New Vendor Request Approval feature must be enabled by the Felix team before configuration can begin. Contact your Customer Success Manager to request enablement.
1 View•13 Aug 2026•Knowledge Article
How to Create and Modify Approval Workflows
A guide for Enterprise Users with the Manage Approval Workflows permission (or Administrator Security Group) on how to create Approval Groups, Approval Routes along with adding/replacing/removing Approvers in their Approval workflow.
1 View•2 Jun 2025•Knowledge Article
How to Prepare an Approval
A guide for Enterprise Users using the Sourcing module, who are required to prepare Approval Workflows for Requests for Quotation (RFQ) or Recommendations for Award (RFA).
1 View•25 Aug 2025•Knowledge Article
How to Review and Action a New Vendor Request (Approver Experience)
Explains how approvers review and action a New Vendor Request in Felix — covering how to access the approval page via email notification or My Tasks, review submitted business details and custom questions, populate invitation details (panel, sign-off template, and tags), and use the Approve request, Decline request, or Action on behalf buttons. Covers all button states, the final approval step that triggers the vendor invitation email, and how to act on behalf of another approver. For users assigned as approvers in a New Vendor Request approval chain.
1 View•13 Aug 2026•Knowledge Article
How to Submit a New Vendor Request
Explains how to submit a New Vendor Request in Felix - the structured approval workflow that validates vendor details and routes the request through an internal approval chain before a vendor invitation is sent. Covers opening the request form, completing Business Details (email address, operating country, business number, and business name), answering custom questions, selecting an approval route, and submitting the request. Available to Enterprise organisation users with the Request new vendor permission when the New Vendor Request Approval feature is enabled.
1 View•13 Aug 2026•Knowledge Article
How to Track and Expedite Approval Progress
How Enterprise Users can view approval progress, send reminders to approvers and raise awareness of options in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Track the Progress of a New Vendor Request
Explains how requesters monitor the progress of a submitted New Vendor Request in Felix using My Tasks > Approval Instances - covering how to filter by type, read the Status, Awaiting, and Waiting for columns, understand what Pending, Sent, and Declined statuses mean, open the full approval view for detail, and send a reminder email to the next approver in line using Remind next in line. Also lists the automatic notification emails Felix sends to requesters at key workflow milestones, including submission confirmation, decline notification, and final approval confirmation.
1 View•13 Aug 2026•Knowledge Article
How to insert or modify approvers in an approval route
How Enterprise Users can insert or modify approvers in an approval route in Felix.
1 View•15 Aug 2025•Knowledge Article
Sourcing Approvals vs New Vendor Request Approvals: What's the Difference?
Compares Felix's two approval workflow types — Sourcing approvals (for RFQs, RFAs, and Variations within projects) and New Vendor Request approvals (for onboarding new vendors before an invitation is sent) - explaining how they share the same approval group infrastructure but differ in trigger, initiator, project scoping, route entity type selectors, intervention delay, and outcome. Includes a feature comparison table and a quick-reference guide to help administrators configure approval groups correctly.
1 View•13 Aug 2026•Knowledge Article
What is an Approval Workflow
A guide for Enterprise Users and Administrators on what an Approval Workflow is in Felix.
1 View•25 Aug 2025•Knowledge Article
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