I rule-based approval pattern (or other approach) for multi-level approval
Summary
I rule-based approval pattern (or other approach) for multi-level approvalContent
I have an approval I need to reimplement that operates as follows:
A credit can be submitted by anyone and goes through and approval based on the dollar amount you are allowed to submit for.
| Submit / Approver | Approval Limits | ||
| Anyone | $ - 0 | to | $ 250 |
| Customer Service Manager | $ 251 | to | $ 1,000 |
| Sr Director of Customer Service | $ 1,001 | to | $ 5,000 |
| Sr VP of Ops | $ 5,001 | & | up |
The caveat here is that if I am in the Sr. Director of Customer Service role I jump to the approver after me (so the Sr VP of Ops). If I am a customer service manager I jump to the sr. directory of customer service. If I am in none of those roles I go through however many approvers I need to based on the dollar amount of my credit.
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