Dynamic approval workflows allow you to redirect deployments to specific Approvers depending on a value selected by a Deployer from a custom data field dropdown.
For example, deployments can be routed to an Approver linked to a cost centre or business unit.
Before setting up dynamic approval workflows you must:
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From Administration, click Data lists and then click Create new data list.
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Enter the Name and Description, toggle Apply dynamic workflow on, and click Create data list.
From the Data list details page, click Add data list item.
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Each data list item can be linked to an Approver. Select a user for Approver 1 and Approver 2 and then click Add data list item.
Click Add data list item again to add more data list items, each item can be linked to different Approvers.
To bulk upload items, click Bulk upload item and then click Download sample file. Add your data list items to the sample file, and then click Choose file and then click Upload.
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After adding the data list items, click Administration and then click Card Pool search and select a Card Pool.
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Click Custom data field templates and then click Spend type and select a spend type.
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Click Add Template or click Edit on the custom data field template that you want to add a dynamic workflow to.
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Click Data list and choose the data list you have configured for dynamic workflows from the dropdown.
Alternatively, if you want to create a new template, click Add+ to create a new custom data field template.
Deployments from this Card Pool will now include a custom data field that will trigger a dynamic approval workflow.
Remember
Your Approvers must have Card Pool access and amount thresholds configured for the dynamic approval workflow to work.