Discussions

Workflow and approval process logic

  • 1.  Workflow and approval process logic

    Posted 08-03-2017 18:22
    I've created an expenses table and my bosses wanted it to included approval processes for their client's expenses. There are only 2 Approval levels for the expenses. If the amount is <5,000 it needs the Financial manager's approval only, and if the amount is >5,000, it needs the shareholders and financial managers approval.

    However, the financial manager has asked me if there's a way to have these records sent to them for approval within filters of < or > the sum. Which I think is just making a custom default table for that role? But if there's a way to actually send them then great, if not, then okay.

    I'm not sure if this will require 2 forms, but how I have it setup right now is just the run of the mill expense form without the approvals, so you'll have to tell me what's best.

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