Conditions for Approval Workflow Steps

You can add conditions to a step in an approval workflow to determine if the step will be performed or skipped and, if skipped, what will happen next.

For example, if the total monetary amount of a purchase order is over a certain amount, you can have it routed to different approvers than if it is under a certain amount.

You add conditions to an approval workflow step in the Conditions field in the Approval Steps grid on the Workflow tab in Configuration > Workflow > Approval Workflows.

Each condition is made up of a Vision column (field), an operator, and a value that you enter on the Conditions dialog box that opens from the Conditions field in the Approval Steps grid.

For each condition, you choose what happens if the condition is not met: approve the step, skip to the next step, mark as final approved, or assign to the approval workflow administrator.