Multi-step automation

Options

Situation 1: VP approves, gets sent to market segment for second approval. If market segment approves and the value is under $2k (sum of 4 columns) then they need to be able to attach pdf.

How can I set this up?

Situation 2: VP approves, gets sent to market segment for second approval. If market segment approves and the value is over $2k (sum of 4 columns) then they go to an outside source for approval. Once they get approval from this outside source, they need to be able to attach pdf.

How can I set this up? Can be 1 day after market segment approves, they receive an update request to attach a pdf.

Answers

  • AravindGP
    AravindGP ✭✭✭✭✭
    Options

    Hi @JenaW


    The point at which you want someone to attach a document has to be set up as an update request. So your workflow will be something like the below



    Thanks,

    Aravind

    Reach out for any help on licenses, configuration, or training