2 Processor Approval for reports over set amounts

[Sbohac]

Hello,

What is the best way set up to have reports over certain dollar amounts flow to 2 processors?

For example:

-Manager Approve

-Processor 1 Approve, if >$5,000, report flows to Processor 2 for final approval

[KevinD]

@Sbohac you would need to add another step into your workflow for this. The second approval would need to be assigned to another role because Processors do not have approval limits. There is an option in the workflow to assign an approval step to the Expense Processor Manager role. This is the role you would need to use for the second processor approval.

Also, this is all predicated on you having the permissions in your site to edit workflows. Do you have this permission?

[PoojaKumatkar]

Hi @Sbohac ,

You can also configure workflow as shown below, using expense processor role twice and using skip condition:

If this answers your query, then please mark solution as accepted.