Approval flow for credit notes

M_Brinkman · 08/27/19

Hi all,

I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions:

- credit note approval request between 1-50 euro goes to person A

- credit note approval request between 51-250 euro goes to person B

- credit note approval request > 250 goes to person C

At the moment I don't know how the includes more than condition (that is not sequential). Can anyone help me out?

Thanks!

Andrée Starå · 08/27/19

Hi,

You'd use three different Condition Paths for that.

Credit Note is more than 250
Between 51-250
Between 1-50

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome · 08/28/19

And since we can now use formulas in a Contact Column, you can use an IF statement to drive who's info is populated on the sheet itself based on the amount. Then the workflow would be a single path sent to whomever is listed in the contact column.

I personally find formulas much easier to work with than multi-path workflows.

Andrée Starå · 08/28/19

I like the multi-path workflows better because you can personalize the message, settings and more. It's more work, but I like the end result better.

Paul Newcome · 08/30/19

Very true. I generally don't personalize much more than what you can do with placeholders though, so the extra work doesn't really make a difference for me. As a result, I hadn't really thought much about the additional levels of personalization/customization, but that does make sense.

Andrée Starå · 09/01/19

A trick I sometimes is to use a specific column to add the text for the placeholder, and it can also JOIN information from multiple cells. I last used it for a client in the construction space to personalize the message to his contractors when they have an approved payment coming and to be able to add a little humor to the message.

Approval flow for credit notes

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