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Understanding Dynamic Paths

To use dynamic approvals, create one approval step that determines a list of approvers without setting up every step individually within the path.

Workflow processes are defined in stages, paths, and steps. The system looks at the stage to determine if the trigger for the workflow is recognized at the header or line level. Within each stage, there is a minimum requirement of one path. The path contains steps, which define the workflow triggers and the action to take if the criteria is met. Without dynamic paths, the administrator creates a step for every possible approver. With dynamic workflow, the administrator creates a single path where the system uses a user list for the approval hierarchy.

Note: When self-approval is used and the transaction creator is on the list of authorized approvers, that role is counted as one approval.