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Need a multi-approver workflow based on $ Amounts

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Posted on by KP-09091806-0

Hi there,

My team and I are having trouble getting our purchase quote approval workflows to do what we need. Our customer is getting purchase quotes that need to be approved by certain users based on amounts, however, it needs to not skip the person who doesn't have the amount threshold. For example, Bob can approve anything under $100 but after $100 it also has to be approved by Jason, but it cannot automatically skip over Bob before going to Jason. Any suggestions?

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YUN ZHU 90,225 Super User 2025 Season 2 on at

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Need a multi-approver workflow based on $ Amounts

Or how about creating two approval work flows?

Thanks.

ZHU

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Suresh Kulla 49,349 Super User 2025 Season 2 on at

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Need a multi-approver workflow based on $ Amounts

You need to set the Sequence No. For the Approvers, in the order you want to approve it. Please check the link below

https://www.loganconsulting.com/blog/create-workflow-template-bc/

https://www.youtube.com/watch?v=Xk4PdDKkEEo&t=277s

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