Approval Groups
An approval group contains an ordered list of approvers with their limits. Approval groups are reused in advanced routes.
Overview
The overview shows per approval group: Active, Code, Description, Type, and Approvers (the linked approvers as badges).
Detail Page
The detail page contains two tabs: Approval Group and Audit.
Basic fields:
| Field | Description |
|---|---|
| Code | Unique identification code (mandatory). |
| Description | Description of the approval group (mandatory). |
| Status | Checkbox to make the group active or inactive. |
Click Add Approver to add an approver. The following fields are available per approver:
| Field | Description |
|---|---|
| Role | Dropdown with the approver's role (job position) (mandatory). |
| Default Limit | The approver's standard approval limit, e.g. 500 or "Unlimited". |
| Overridden Limit | A customised limit that overrides the standard limit (optional). |
| Unlimited | Checkbox to set the limit to unlimited. |
The order of approvers can be rearranged by dragging the drag icon (six dots) on the left of each row. An approver can be removed via the red trash can icon on the right.
At the bottom of the page, a workflow visualisation shows the approval order as a flowchart: Start → [approver 1] → [approver 2] → ... → End. This provides immediate insight into the constructed route.
More information
This article is part of the guide Advanced Routes 2.0.