How to Add Approval Levels in Workflow?
In the workflow editor, click Add Approval Level.
Specify the approvers for the level.
Approvers within the same block will receive the approval request simultaneously.
Approvers in different levels will approve in sequence. The transaction will move to the next level only after all approvers in the earlier level have approved.
Related Articles
How to Create Exception Cases in Workflow?
Under the condition set, click Add Exception Case to create an alternate approval path. Define additional conditions that will alter the approval sequence (e.g., if the vendor is "Preferred Vendor," skip certain approvals). Multiple exception cases ...
What are Approval Workflows?
Approval workflows in Kodo represent business processes such as Purchase Orders, Invoices, and Advances that require multiple approvals before they can be executed. These workflows ensure that the necessary checks and validations are made at each ...
How to Rename or Delete an Approval Block?
Renaming an Approval Block: Click on the approval block header to rename the block. The name you give to the approval block can help clarify its purpose for both the submitter and approvers. For example, names like "Procurement Review" or "Legal ...
What are Approval Settings and How Do They Work?
Approval settings determine how approvals are handled within an approval block: Everyone needs to approve: All users in the block must approve before moving to the next step. Anyone needs to approve: Any user in the block can approve the request, ...
What is a Condition in Workflow Configuration?
A condition specifies rules that determine the workflow path based on attributes of the submitted form or the submitter's details. It includes: Attribute: The property of the form or submitter being evaluated (e.g., amount, date). Operator: Defines ...