Use the Applications tab on the Workflow Setup page to view and configure the approval level structure for each workflow type enabled in the system. Applications are the defined rules that link Workflow Groups to Workflow Roles, determining how requests and approvals are routed to employees. This tab serves as the entry point for configuring the approval levels, group-to-role mappings, and default approvers for each workflow.
Menu path
From the System Administration menu, select Workflow. From the Advanced Workflow menu, select Workflow Setup. On the Workflow Setup page, select Applications, and then Purchase Order.
Configure the Purchase Order Application
Perform the following steps in sequence to configure the Purchase Order Application:
Add Approval Levels
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Select Add Approval.
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Enter the Approval Level Title (e.g., "Department Approval").
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Select Requires Default Approver and select a Default Approver role. This role is used as a fallback if no group-to-role mapping produces an approver.
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Select Save twice.
Configure Approval Level Responsibility
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In the Approval Level Responsibility section:
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In the Groups column, select one or more Workflow Groups whose conditions determine when this mapping applies.
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In the Roles column, select the Workflow Role whose members will approve at this level when the group conditions are met.
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Add additional mapping rows as needed (e.g., different groups routing to different approver roles at the same level).
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Select Save twice.
Add Additional Levels
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Repeat these steps for each additional approval level (e.g., "Budget Review", "Purchasing Manager", "Final Authorization").
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In the left pane, select the ellipsis beside an Approval Level and use the Move Up and Move Down options to set the order in which levels are evaluated. Purchase orders flow through levels from top to bottom.
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Select Save twice.
Each level can have its own unique set of group-to-role mappings and default approver settings.