Manager Chain Routing Settings

These settings appear if you select Manager Chain from the Routing Method drop down.


Setting	Description
Start of Chain	Use the radio buttons to select the start of the approval chain. You can select either the client manager's manager (Manager's approver), or the designated manager of the department (Department's approver) that the manager belongs to.
Field on the Department Record that Specifies the First Approver	If you select Department's approver, from the drop down list, select the department custom field that contains the mapping to the approver record.
Approver Field	Mapping to the manager's approver. This value can be the client manager's supervisor (defined on the client manager's user record), or a value from a custom field. The Supervisor option links to the Manager ID value in the client manager's user record. If you select a custom field, the option can map to either the Manager ID or the Manager GUID. If you link to a manager's GUID value, ensure that this value exists on the user record. Note: The GUID is primarily used for system integrations where a feed is used to update user information between the systems. For more information about this field, see User Configuration Information.
End of Chain	From the drop down list, select where the routing stops. Select from the following: Reach 1st Approver Reach 2nd Approver Reach 3rd Approver Reach End of Chain - Routing continues until there are no more managers/approvers/supervisors found. First person with Approval Limit Amount - Corresponds to the Approval Limit Amount field specified on the client manager user record. For more information about this field, see User Configuration Information.
Approval Limit Amount	If you select First person with Approval Limit Amount in the End of Chain field, from the drop down, select approval limit. This amount can be the limit on the client manager user record, or a custom field value. If the client manager's user approval amount limit is in another currency, you can convert the approval value to that currency. Toggle the Use Converted Approval Amount switch, and then select the currency to convert the amount to. For example, if a revision approval amount is denominated in RUB, but the client manager's approval limit is denominated in USD, you can select USD. The amount is converted and compared to the limit in the user record.
Skip Below-Limit Approvers	Toggle the switch to skip any approvers that have a maximum amount below the approval limit. This option corresponds to the Maximum Amount option value for the Approval Limit Amount field in the client manager user record.
Manager Chain Approvers Start Approving	Use the radio buttons to determine how the approval chain routing is implemented. You can select After the prior approver in the chain, or Same time as all approvers in the chain.
Approval Rule	From the drop down, select when the routing applies to the approval workflow. Note: The default behavior is Always.