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Approver from employee record in workflows
Hi There
I am trying to set the 'next approver' field in a workflow for a purchase order based on:
- Who the user is that creates the record
- The approver that is set on the user (creator's) record
- The approver's purchase approval limit
The user A has an approver (set on A's HR info subtab in their employee record) named B
B's approval limit is $1,000.
If the purchase order created by A is $1,500, this means the purchase order will need to be sent to B's approver (C) who has approval up to $2,000.
How would I set this up? Would it be a 'case when' formula?
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