Manager Routing Settings

These settings appear if you select Manager from the Routing Method drop down.
Setting Description
When Should Manager Approve Use the buttons to select when that manager is required to approve an action. Select from the following:
  • Always - Requires approval for any of the action triggers.
  • When triggered by - Only requires approval when a selected user type completes an action.
This setting corresponds to the action triggers that you can add to the routing. Select the check boxes for the triggers that you want to add. Select from the following:
  • Actions by Delegate / Other Client User
  • Actions by MSP
  • Actions by Supplier
Approval RuleFrom the drop down, select when the routing applies to the approval workflow.
Note:
The default behavior is Always.