Role Filter Fields

Use the Role Filter Fields screen to define fields for role filtering.

Role filtering ensures that the correct approver is notified to review and approve certain records. Role filter fields are used to define the filtering conditions that limit approvals to certain users for a role. For example, you can set role filtering conditions for Role Name 'Approval' that specify Role User 1 can approve invoices under $50k and Role User 2 can approve invoices over $50k.