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How to export a list of Approvers within the Approval Routing
How to export a list of Approvers within the Approval Routing
Updated over 8 months ago

Goal:

  • Export Approval Routing Approvers.

  • Export a CSV file of all Approvers from the Approval Routing.

Steps:

  1. Navigate to Settings → Manage Approval Routing

  2. Select the drop-down arrow beside the Export CSV button in the upper right-hand corner, and then select Approvers from the drop-down menu.

The following export contains the following information:

  • Group Name

  • Email

  • First Name

  • Last Name

  • Level Threshold

Additional Information:

  • The user should have Manage Approval Routing permission under Settings to perform the steps listed.

  • Approval Routing export does not include Department or Location, Account Codes, or any Custom Field triggers.

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