Add a Routing for a Workflow

You can add any number of routings for a workflow. You need to configure an approval workflow before you complete this task. For more information about approval workflows, see Add an Approval Workflow.

Navigate to the Client page on the Configuration view.
In the top menu, click Configuration. The Client Info view for the client organization displays.
Navigate to Approval Routing > Approval Workflows.
Click the workflow name to add the routing to.
Click .
Using the buttons at the top of the section, select from the following:
- After prior routing - Approval notification is sent after approval from the previous routing is complete.
- Same time as prior routing - Approval notification is sent at the same time as the routing defined just before in the list.
  Routings added to a workflow are used sequentially. You can view the order that each routing is applied by clicking the workflow name, and then viewing the Approval Details panel.
From the Routing Method drop down, select the method type. Select from the following:
- Manager - For more information about these settings, see Manager Routing Settings.
- Manager Chain - For more information about these settings, see Manager Chain Routing Settings.
- Department - For more information about these settings, see Department Routing Settings.
- Field Link - For more information about these settings, see Field Link Routing Settings.
- Specific Person - For more information about these settings, see Specific Person Routing Settings.
- Auxiliary Field Link - For more information about these settings, see Auxiliary Field Link Routing Settings.
  Note: A client manager user must have the Approver permission associated with their user account to approve workflow items. For more information about this permission, see Client User Permissions.
Click .
The routing is added for all workflows that are assigned to that module type. If you add a routing to a workflow, it only applies to new actions for that type. For example, of you add a routing for an engagement workflow, then that routing only applies to new engagements.