Multi-step automation

JenaW

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.

AravindGP

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