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  1. Approval Routing
  • August 15, 2022 15:36
  • Updated

Approval Group Trigger Conditions

Trigger Conditions are specific requirements that must be met for an Approval Group to be assigned to a Request. Configuring Conditions provides greater flexibility for your Approval routings, automatically looping in certain approvers based on the details of the Request.

Depending on your Approval Routing configuration, a Request may meet the Trigger Conditions of multiple Approval Groups, thus needing approval from multiple Approval Groups before it is fully approved. For more in-depth information on how the Approval Routing works, look at Understanding and Setting Up Approval Groups.

 

Types of Conditions

Request Type

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The Request Type Condition allows you to select which types of Requests an Approval Group will be responsible for. By default, the "Any" option is selected. Therefore the group will be responsible for all Requests. Click "ADD CONDITION" to select which types of Requests the group should be responsible for approving. 

Request Types:

  • Request for Order
  • Request for Expense
  • Request for Travel
  • Request for Fund

 

Department

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Creating a Department Condition will further limit the requests that an Approval Group will be responsible for. To route requests, regardless of Location or Department, to a group, click "APPLY TO ANY DEPARTMENT."

 

Account Code

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The Account Code Condition creates an additional level of approval for certain order items, or if you only need an Approval Group to review Requests when certain budgets are being affected. The Approval Group will be triggered if there is an item within the Request with an Account Code that matches the Condition. If you do not want to utilize the Account Code Condition, it can be left as is to include any, or all, Account Codes.

 

Custom Field

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Likely the most flexible Condition, the Custom Field option triggers certain Approval Groups when specific Custom Field options have been selected within an Order Request. Currently, the "dropdown" and "checkbox" Custom Field types are supported. To opt-out of using this Condition within a group, the field can be left as "Any," to include all Custom Field possibilities.

 

The Account Code and Custom Field Conditions are available to all pricing plans but must be enabled by a Procurify representative.  
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