Goal:
- Export Approval Routing Approvers.
- Export a CSV file of all Approvers from the Approval Routing.
Steps:
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Navigate to Settings from the left-hand navigation bar.
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Select Manage Approval Routing under Set Up & Manage.
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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
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.