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 the following for each approval group: Active, Code, Description, Type and Approvers (the linked approvers shown as badges).
Detail page
The detail page contains two tabs: Approval group and Audit.
Basic fields:
| Field | Description |
|---|---|
| Code | Unique identification code (required). |
| Description | Description of the approval group (required). |
| Status | Checkbox to make the group active or inactive. |
| Type | Choice between Approver(s) via job title and Approver(s) via user (required). When switching type, the entered approvers are cleared. |
Click Add approver to add an approver. The following fields are available for each approver:
| Field | Description |
|---|---|
| Job title / User | For Approver(s) via job title: dropdown with the job title (job position) of the approver. For Approver(s) via user: dropdown with the user (required). |
| Default limit | The default approval limit of this approver, e.g. 500 or "Unlimited". |
| Overridden limit | A customised limit that overrides the default limit (optional). |
| Unlimited | Checkbox to set the limit to unlimited. |
The last approver in an approval group must have an unlimited limit (Unlimited selected). Otherwise, the message "Last approver must have an unlimited approval limit" appears.
When importing approval groups via Excel, Unlimited is enabled by entering the text true in the
exception_unlimited column.
The template can be downloaded via the Template button.
The order of approvers can be changed by dragging them using the drag icon (six dots) on the left of each row. Remove an approver using the red bin icon on the right.
At the bottom of the page, a workflow visualisation displays the approval order as a flowchart: Start → [approver 1] → [approver 2] → ... → End. This provides an immediate insight into the route that has been built.
More information
This article is part of the Advanced Routes 2.0 guide.