Set up approval limit for a role or person : Support Portal

How to set up an approval limit in the workflow builder Print

Created by: Irina Kavchik

Modified on: Wed, 25 Oct, 2023 at 5:44 PM

Overview

To learn about workflow transitions and other approval components, please review the approval introduction article.

Set up approval limit in the workflow builder

1. Navigate to Settings - Workflow and select the workflow you would like to edit or create a new workflow.

2. Open the Transitions tab and add a Limit for a role or a person on the transition.

In the example below, invoices to 10,000 will go to Sasha for approval, and invoices that are over this limit, it will go to Anna for approval:

To set up a limit for a person when using assigned employee workflow, please check this article.

Irina is the author of this solution article.

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How to set up an approval limit in the workflow builder Print