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How to Edit or Remove Approval Routing Groups
How to Edit or Remove Approval Routing Groups
Updated over 10 months ago

Goal:

  • How to deactivate my Approval Routing

  • Can I delete an Approval Group?

  • Adjust Approval Group Triggers

  • Change an Approval Group Sequence

  • changing the company's approval routing structure

The following steps can only be completed by a Superuser or a user with custom permissions to manage Approval Routings


Steps:

  1. Navigate to Settings Manage Approval Routings

  2. Select the applicable Approval Routing Group

    • To edit Group Triggers/Conditions: click Edit

    • To delete an Approval Group: click the 3-dot options button

      options.png

      and then Delete Approval Group

    • To update the Group Sequence: click + Advanced Options

Advanced_Options.gif

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