An approval route is the defined process for approving a chosen record within your system. It specifies the path a record takes as it moves through different stages of review and approval, ensuring that all necessary checks and balances are maintained. Properly configuring this route ensures that records are reviewed and approved efficiently, maintaining workflow integrity and compliance.

Setting up the approval route involves a few key steps:

1. Set up Basic Information:
   • Define the name of the route.
   • Specify the section to which the route will be connected.
   • Provide a description.
   • Indicate whether the route is active.
2. Set up Conditions and Availabale actions:
   • Determine the conditions under which the route will be available for initiation.
   • Specify the list of actions users can take when making approval decisions
3. Set up Stages:
   • Define the stages of the route.
   • Specify the conditions for each stage.
   • Choose the method of approval.
   • Identify approving agents.
   • Establish escalation and rejection rules.

<aside> 🚫 Important: After setting up the route starting from bersion 8.3.0 the user must followe next important steps based on the object that was chosen for the route (e.g. Contracts)

1. Open Settings section

2. Go to the Admin Area - Advanced settings

3. Open package Custom

4. Click on the button [Add] - Replacing object

   

5. Choose the parent obkect based on the object that you shose during the setup (e.g for Contractc - ContractVisa, for Orders - OrderVisa etc)

   

6. Press on the buyton [Publish and Compile]

</aside>

Approval route setup instructions

Route Basic info and Conditions setup

Approval Stages setup

Working with approval route

Going through approval flow