The Request Type Condition allows you to select which Request types to route to an approval group. Note: It's important to be aware if multiple groups are being triggered as you may unintentionally send a request to the same approver more than once. ConditionsĬonditions are the requirements that determine where a request will be routed. To Make a new Approval Routing Group please view: How to make an Approval Routing Group. When your organization or departments restructure, your approval thresholds may need to be reconfigured. Approval Groups are a part of Routings which determine who requests are routed to.īest Practice: We recommend reviewing your approval routing when new team members who approve requests join/leave an organization, as well as any promotions/role changes between roles that involve approving requests. CONTENTS:Īn Approval Group is a select group of Approvers appointed to review and approve/deny particular requests. At the bottom of this article, you will find a detailed video walkthrough. This article will cover the different components of Approval Routing. Procurify's Approval Routing allows your organization to tailor your approval pathways. Your domain may have different labels due to custom organizational categories. In this article, we refer to “Location” and “Department”.
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