An approval group is a specific group of people that can be used in a workflow to approve documents.
To set up an approval group, you use Assign approvers with property and Final approval or All approvers must approve. The first node assigns the group of approvers to the invoice document, while the second one deals with the any/all approval logic. Both of these nodes must be used in combination to create an approval group flow.
You can also use this approval workflow with other approval flows.
Configuring the workflow
To configure a cost object approval workflow:
| Step | Node(s) to use | Options required |
|---|---|---|
| 1a | New (status) | Submit action |
| 1b | Draft (status) | Submit action |
| 1c | Needs revision (status) | Submit action |
| 2 | Assign approvers with property (activity) |
|
| 3 |
/ All approvers must approve (approval) |
You can use either of these approval nodes depending on whether you want to force all approvers to approve or whether a single approver can approve the document and move the document to the next step (In review). |
| 4a | Needs revision (status) | Send back action |
| 4b | Draft (status) | Recall action |
| 4c | In review (status) | No action |
Note: Nodes and actions to use after the approval node depend on the specific scenario. The list given as an example is non-exhaustive. Remember to always connect an approval node to Need revision, Draft, Reject, and In review statuses.