Frappe Workflow Implementation

Step-by-step guide for implementing document workflows in Frappe. Covers design, setup, testing, and common approval chain patterns.

Quick Reference: Implementation Checklist

1. □ Design states and transitions on paper/diagram first
2. □ Create Workflow State records (master list)
3. □ Create Workflow Action Master records (Approve, Reject, etc.)
4. □ Create the Workflow DocType record
5. □ Add states with correct doc_status values
6. □ Add transitions with roles, actions, and conditions
7. □ Set allow_edit roles per state
8. □ Configure email notifications (optional)
9. □ Test every transition path with test users
10. □ Verify self-approval blocking works as expected