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Topic

    Yasmin
    How to grant approval to a specific position ?
    Topic posted December 20, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Approvals, Setup 
    94 Views, 5 Comments
    Title:
    How to grant approval to a specific position ?
    Summary:
    How to grant approval to a specific position ?
    Content:

    We have the directors level approval limit set to $4M (all directors all over the enterprise)

    But we need the Purchasing Direct (only) to approve up to $10M (we don't need to use the approval group, as we don't want to specify the name of the person, we want to use the position hierarchy)

     

    Thanks 

     

    Yasmin

    Comment

     

    • Ismael Jimenez

      Hi Yas,

      You can create an additional approval flow with the condition for approve up to $10M and add the approval level by Position Hierarchy, indicating the initial and the top position.

      Regards.

    • Yasmin

      Thanks, Ismael,

      So, in this case, we don't need to extend the Purchasing Director's limit?

      i.e. whatever will be routed to him he will be able to approve it (no matter the amount?) 

       

      Regards

       

      Yasmin

    • Ismael Jimenez

      Hi Yas, if you create an new approval flow with the condition for approve up to $10M and select only the position for Purchasing Director's as approver you can achieve this, but you will need exclude this position "Purchasing Director's" of the flow for the limit to $4M. on this way your keep the 2 flows, one for the approvers with limit to $4M and other for the Purchasing Director´s with limit up to $10M.

      Is it what you need to get?

      Have you an example or image of your flow and conditions?

      Regards

    • Yasmin

      How to rout approval based on position Hierarchy?

      • Ujas Bhatt

        Did you find answer to this? (How to rout approval based on position Hierarchy?). If Yes, Can you share the logic you used?