Approval Paths and Levels
How to Add Approval Levels in Workflow?
In the workflow editor, click Add Approval Level. Specify the approvers for the level. Approval levels define the hierarchy of the approval process, ensuring that each stage is handled by the appropriate person or group. Approvers within the same ...
How to Assign Approvers in Workflow Configuration?
Approvers can be assigned to approval blocks based on several criteria: Individual user: Assign specific users to the approval block. User group: Assign groups of users (e.g., departments) to the block. User attribute: Assign approvers based on user ...
Why is Setting a Default Path Important in Workflow?
Setting a default path is a mandatory step in configuring a workflow. It ensures that there is a fallback path if no conditions are met. For instance, if no conditions apply, the workflow will follow the default approval process to ensure that the ...