I was looking for an inbuilt workflow with authorization to request the creation or deactivation of staff members, as well as other requests such as the creation of new currencies or new GL accounts. Currently, we use third-party software for these requests.
Thank you for taking the time to go through my request. If this cannot be resolved, I understand.
If you are looking for low-code no-code solution then I’d suggest looking at Automation Studio to do this. You would still have to create the recipes.
The first thing you are going to need to do is document all the processes in detail and understand what the triggers for these workflows are going to be. You mentioned you have a third party tool already, then possibly you could connect Automation studio to that and make it the Glue between that application and Epicor.
If however you a looking for more complicated, but less moving pieces involved approach, (thats a bit of an oxymoron… sorryt ) and the third party software has it’s own API. It would be possible to to this with Epicor Functions…
Each method has its own pros and cons.
Without any more details it is difficult to provide any further assistance.