Goal:
- How to deactivate my Approval Routing
- Can I delete an Approval Group?
- Adjust Approval Group Triggers
- Change an Approval Groups 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 on the left-hand navigation bar
2. Select the Approval Routing Group to edit or remove from the list on the left
- To edit Group Triggers/Conditions: select the Edit button
- To delete an Approval Group: select The
button and then Delete Approval Group - To Update the Group Sequence: select the +Advanced Options blue hyperlink located at the bottom of the page, which expands the Group Sequence dial
