- 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
Step 1: Select SETTINGS → MANAGE APPROVAL ROUTING on the left-hand navigation bar
Step 2A: To remove or add Group Triggers select the Edit button
Step 2B: To delete an Approval Group select The button and then Delete Approval Group
Step 2C: Update the Group Sequence by selecting the -Advanced Options blue hyperlink located at the bottom of the page, which expands the Group Sequence dial
- The user needs access to Settings → Manage Approval Routing.
- Understanding and Setting Up Approval Routing Groups.
- FAQ: Approval Routing
- Approval Routing Overview