How to add a new approval level to an existing workflow

Creation date: 1/26/2022 1:34 PM Updated: 1/26/2022 1:34 PM approval level routing workflow

NOTE: The following instructions are to demonstrate how to add a new approval level “CFO” to all selected workflows when a purchase order requires CFO approval equal or above $10,000.

Perform a backup before making changes to your workflows:

Create a new approval level if it does not exists by navigating to Maintenance Tab>Global Options>Approval Level Titles:

Incorporate the new Approval Level into your workflow routing process by navigating to Maintenance Tab>Organization Workflow

Select any workflow and follow the steps below to add the new level to all or selected workflows.

Step 5 Data Entry Notes:

Level ID – Select the new level

Document Routing Type – Select Module type

User ID – Select the approval name in the list, if not found, navigate to User Maintenance and add the new user

Category – Select “General”

<=$ - enter 0.00

Go To – Select Accounting

Else – Select Accounting

Message – leave default value

Modify the level where the system has to determine if it should go to CFO or not:

Files		Sort by Name Sort by Date
	image001.png 25 KB
	image002.png 18 KB
	image003.png 93 KB
	image004.png 47 KB
	OriginalEmail.eml 12 KB

How to add a new approval level to an existing workflow

Contents