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  • djacobson
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I need to create a Requisition Approval Process that 1st goes to the Users Manager & then based on the $Amt may have to go through up to 5 more Managers (Ex: if > $500, goes to Mgr 2 & then if > $1000, goes to Mgr 3, etc. Does anyone have any examples?

Ex: Mgr 1 approves form 25 & < 500, Mgr 2 (that Manager's Manager)  approves Amts between 500 & < 1000, Mgr 3 (previous Manager's Manager) approves 1,000 to < 2,000, etc.

I have set up an Approval Amount on the User record but not sure how to designate the Mgr's Manager then the Manager's Manager's Manager......

When I assign the approver, I do not want to have to assign to a specific User, I want it to go to the next Manager in the Hierarchy (Manager's Manager, then that Manager's Manager, etc)

Any help would be appreciated.
2 replies

I need to create a Requisition Approval Process that 1st goes to the Users Manager & then based on the $Amt may have to go through up to 5 more Managers (Ex: if > $500, goes to Mgr 2 & then if > $1000, goes to Mgr 3, etc. Does anyone have any examples?

Ex: Mgr 1 approves form 25 & < 500, Mgr 2 (that Manager's Manager)  approves Amts between 500 & < 1000, Mgr 3 (previous Manager's Manager) approves 1,000 to < 2,000, etc.

I have set up an Approval Amount on the User record but not sure how to designate the Mgr's Manager then the Manager's Manager's Manager......

When I assign the approver, I do not want to have to assign to a specific User, I want it to go to the next Manager in the Hierarchy (Manager's Manager, then that Manager's Manager, etc)

Any help would be appreciated.
4 replies

User Details fields - editable through triggers?

Can anyone tell me where the " Receive Approval Request Emails" field is stored at?  It's located on the User personal information screen, in the "Approver Settings" section.  Also, is this something that can be locked down or at least changed via a trigger? 

 

Thanks!