It is extremely important that you reorder approval flows in Approvals created in the system into the proper approval flow hierarchy. Items can be targeted in multiple approvals so order matters. When the targeted rule for that item is met and applies to multiple approvals, the order in which approval flows are listed will determine which approval flow is initiated.
For example, we have 2 approval flows:
- Approval #1 Targeting = Job Title contains “Product”
- Approval #2 Targeting = Job Title contains “Manager”
- Result: When turning on a “Product Manager” job, it will go through Approval #1 because it is higher than #2 in the approval flow ordering.
Because of this, the order of approval flows may need to be adjusted to account for this scenario. To do this,
- Select All Apps in the top left corner of the header and then Approvals from its drop-down menu.
- Open the preferred Approval Flows list from the left panel.
- Find and hover over any approval flow in the list; select its action menu, or ellipses; and then select Reorder.
- A modal will open where you can select the preferred flows’ multi-dot icon and drag and drop individual flows in the preferred order.
- Select Save to finalize the order of approval flows.