---
title: IC 3.0 Workflows
description: Learn how to build approval and notification workflows in IC 3.0 with visual workflow design, conditional routing, automated actions, notifications, and workflow tracking.
---

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# IC 3.0 Workflows

## Workflows are the path that a form can take after the user has clicked Submit. It's an optional process, but can be very helpful to automate notifications or approvals.

### Build a Workflow

Mode-first design, where you choose approval or notifications up front; the builder only shows the tools relevant to your choice.

No code required. Every capability is configured visually, no scripting, no developer involvement.

Learn how to build a Form [here](https://learn.intranetconnections.com/ic-3.0-forms?hsLang=en-ca).

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/7578106/id/216443251848" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="216443251848" data-hsv-style="" data-hsv-width="1920" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### Approval Workflow

Route the form through one or more approval stages. Ideal for requests that need a sign-off.

![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781649570297-0-1.03ef14f5.png) 

#### Notifications Only

Skip approvals entirely and alert the right people whenever a form is submitted.![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781649585194-0-1.c44de1dd.png) 

#### Stage Builder

Configure each approval stage with its own approvers, decision type, description, and trigger rules.![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781649683616-0-1.9ba19ee4.png)

#### Single & Multiple Approvers

Assign one approver or require consensus from a group. Choose any-order or sequential sign-off.![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781649332162-0-2.88a06492.png)

#### Required Approvers Threshold

Set whether all approvers must sign off or just a minimum number, useful for large approver groups.

![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781649460447-0-1.d8e8d24e.png) 

 

### Triggers & Conditions

#### Conditional Approvers

Assign a different approver based on field values, e.g. route to a senior manager above a spend threshold.![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781650149598-0-1.c662cd34.png)

#### Field-based Rules

Set conditions on any form field using a wide range of operators.

- equals, does not equal, greater than, less than, contains, is empty, is not empty

#### Multi-logic

Combine multiple conditions with AND / OR logic to handle complex approval scenarios.

#### Applies Everywhere

Use the same condition logic in approvers, notifications, and triggers, no need to rebuild rules in different places.

#### Automated Stage Actions

Set rules that automatically advance or complete a stage, no manual sign-off needed.

- Skip, Auto approve, Auto reject, Auto decline, Go to another stage

 

### Notifications

#### Notify People

Send alerts to people inside or outside your organisation.

- Specific user, Specific group, Direct manager, Manager's manager, External email

#### Delivery Channels

Choose how notifications are delivered per recipient.

- Email, In-app, Both

#### Stage-based Alerts

Get notifications at the right moment, on submission, on completion, and on escalation.

 

### **Workflow History & Tracking**

#### **Overview Panel**

A sidebar overview showing who's assigned and the workflow's current state at a glance.**![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/pasted-1781652004800-0-1.3f74fee1.png)** 

#### **Stage Timeline**

Every approval stage shown in order with step numbers, assignee names, and timestamps. 

#### Status at Every Level

Track the status of every stage and individual approver action.

- Approved, Pending, Not started, Declined, Rejected

#### Approver Detail

Expand any stage to see who's assigned, their decision, and any comments they left.

#### Resubmit Flow

When a form is declined, the submitter can update their answers and resubmit, the workflow restarts cleanly. 

#### Admin Controls

Admins can manually advance, reassign, or close any stage, useful for covering absence or resolving stuck workflows.

**Want to see the feature in action? Check out our webinar recording [here.](https://youtu.be/M9FfyzsTVHs)**

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