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Approval Rule For Document Records

Summary: Approval Rule For Document Records


Content (please ensure you mask any confidential information): Hi all, I want to configure an approval rule for document records for below mentioned scenarios.

  1. If employees raises a DOR request then approval should route to, his/her Line manager and then others in the approval hierarchy.
  2. If the Line manager raises a DOR request on behalf of his/her Direct Reports, then the line manager approval should skip and approval should route to the 2nd person in the hierarchy.

Could someone please let me know how we can achieve the above.


Version (include the version you are using, if applicable):

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