Setting Up a Route – Recommended Order
Follow the order below when setting up a new advanced route:
1. Check the Advanced Routing Configuration
Go to Advanced Routing Configuration and verify that the required document types, criteria types, and approval types are enabled.
2. Create a Criteria Group
Go to Criteria Groups → + Add and set the criteria that determine when the route applies. Add one or more values per criteria type (company, dimension, supplier, routing type).
3. Create an Approval Group
Go to Approval Groups → + Add and add approvers in the correct order via Add Approver. Set the limits per approver. Check the workflow visualisation at the bottom of the page.
4. Optionally create a Reader Group and Reader
Go to Reader Groups → + Add and add users who should receive read access. Then go to Readers → + Add and link the reader group to the correct criteria group.
5. Create the Advanced Route
Go to Advanced Routes → + Add and link the criteria group and approval group. Set the weight (minimum 1) and the match logic (All or One). Activate the route and save.
Best Practices
- Use recognisable and consistent codes for all parts, so that links in overviews are immediately understandable.
- Reuse criteria groups and approval groups where possible. This way, changes need to be made in only one place.
- After creating a route, check the workflow visualisation in the approval group to confirm the order.
- Always enter a clear reason for the change when saving. This makes the audit log understandable for colleagues and auditors.
- Test new routes first in a test environment before activating them in the production environment.
- Coordinate changes to the advanced routing configuration with your consultant or the ISPnext support department if necessary.
More information
This article is part of the guide Advanced Routes 2.0.