Creating a Sequence

The Manage approval paths user type permission must be granted in the SmartOrg User Types feature.

Configuration

1. Under Dynamic Approval Routing, click on an approval path category.
2. Click on an approval path.
3. Click Create next to Sequence.
4. Provide a code and a name.
5. Click Search next to Organization, Location or Job Field to define a context.
6. Click Save.
7. Click Add next to Sequence.
8. Select one or several roles.
9. Click Select.
10. Click Reorder to order roles.
    The roles are presented in the Sequence list in the chosen order so that the role appearing at the top of the list is the first role to be requested for approval.
11. Use the up and down arrows.
12. Click Save.
13. Click Edit next to Properties.
14. In the Sequence section, indicate which role is required.
15. Click Save.

The approvers will be requested for approval in the selected order.