Assigning Approval Groups to an Approval Unit Hierarchy
You can assign existing approval groups to the hierarchy and set their order on the Assign Approval Groups tab. You can also create approval groups from the Assign Approval Groups tab if no approval groups exist.
You can assign up to 20 approval groups to an approval unit hierarchy.
Note:
The options described in this topic are for assigning approval groups to an approval unit hierarchy. For complete details about all of the options on the Approvals Dimension tab including options for defining primary and secondary dimension members, see Setting Approval Unit Hierarchy Name, Scope, and Template.
To assign approval groups to an approval unit hierarchy:
Note:
If you've entered information in the Assign Approval Groups tab and then you change the Extended Approval Flow option to something other than the Approval Group option, the Assign Approval Groups tab will be hidden. However, the system won't discard the information that was entered until you click Save or Cancel.
For example, if you add Group A, Group B, and Group C information to the Assign Approval Groups tab, and then change the Extended Approval Flow option from Approval Group to None, if you click Save or Cancel, the system will discard the approval group information.
However, if you change the Extended Approval Flow option from Approval Group to None and then subsequently select Approval Group again before saving, then the information that was entered in the Assign Approval Groups tab is retained so that you need not start all over again. Clicking Save or Cancel discards any information that is not applicable.