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Approver from employee record in workflows

edited Jun 2, 2025 2:24PM in Ask A Guru 9 comments

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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