Create approval workflows

Create and manage approval workflows.

Before you begin

Only administrators can create new approval workflows.

Create a new approval workflow

Follow these steps to create an approval workflow:

  1. Sign in to your account.

  2. From the navigation menu, go to Setup > Purchase Approval Setup.

  3. In the Actions column, select Approval Workflow Setup.

  1. In Approval Workflow Setup, do the following:

    • Purchase Approval Group - Select a group that will approve the user’s transaction when approval is required.

    • Currency - Select the currency on which the rule will apply. Selecting Any applies the rule to all currencies.

    • Publisher - Select a publisher, if you want to create a workflow role for a specific publisher. If you select Any, the workflow rules apply to all publishers.

    • Total Amount - Specify the maximum allowable spend limit for an individual transaction without the need for approval. Transactions exceeding this limit must be reviewed and approved by the designated Purchase Approval Group.

  2. Click Create Rule.

  3. Click Save.

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