- Export Approval Routing Approvers.
- Export a CSV file of all Approvers from the Approval Routing.
Navigate to Settings from the left-hand navigation bar.
Select Manage Approval Routing under Set Up & Manage.
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
- First Name
- Last Name
- Level Threshold
- 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.