Multi-Level Approval
In Multi-Level Approval, a transaction must be approved by multiple approvers in a defined order. When a transaction is submitted, it is sent to the Level 1 approver. Once they approve it, it moves to the Level 2 approver, and so on, until the final-level approver approves it.
Enable Multi-Level Approval
To enable Multi-Level Approval for a module:
- Go to Settings in the top right corner of the page.
- Navigate to the module for which you want to enable approval.
- Click the Approvals tab.
- Select Multi-Level Approval under Approval Type.
- Under Set the Approval Hierarchy, select the approver for Level 1.
- Click Add New Level to add another level and select the approver. You can configure up to 10 levels of approval.
- Configure the Approval Preferences and Notification Preferences as required.
- Click Save.
Note: You can drag and reorder the levels to change the approval hierarchy.
Approval Preferences
Check Allow approvers to approve the transactions they create if you want approvers to be able to approve transactions they have submitted themselves.
Notification Preferences
- Check Send email and in-app notifications when transactions are submitted for approval to notify approvers. In Multi-Level Approval, the notification is sent to the Level 1 approver first; once they approve, the next-level approver is notified, and so on through the hierarchy.
- Check Notify the submitter when a transaction is approved or rejected to notify the submitter of the approval outcome.
Related
Yes
No
Thank you for your feedback!