1. Approval User Setup
Set up the user who will send approval request and the user who will be an approver into Approval User Setup table.
(1) Search "Approval User Setup"
(2) Fill up the following information.
- User ID - the user who will send approval request or an approver.
- Sales/Purch/ Code - (OPTIONAL)
- Approver ID - select the Direct Approver for the user.
- Substitute - Select substitute approver for the user (if any).
- Approval Administrator - select approval administrator. only 1 approval administrator can be selected.
2. Setup Approver for the workflow
steps for assign specific approver for the workflow.
(1) Open existing workflow, uncheck check box for "Enable"
Important Note
(IMPORTANT NOTE: the workflow must disable if any change on the workflow. Remember to Enable the workflow after the workflow setup is completed.)
(2) Select the link "Add record restriction"
(3) In workflow Responses table, select the row "Create an approval request for the record..."
(4) Set up for the workflow approver. Select the Approver Type and Approver Limit Type for the workflow.
Approver Type - use for determines the approver from the Approval User Setup
*if the workflow is required to approve by multiple Approver, please select "Workflow User Group" and setup the Approval User Group for the specific group of approver.
Approver Limit Type - Choose the appropriated Approver Limit Type.
| Approver Limit Type | Description | |
|---|---|---|
| Approver Chain | specifies that approval request entries are created for all the requester's approvers up to and including the first qualified approver. | Multi Approver |
| Direct Approver | specifies that an approval request entry is only created for the requester's immediate approver, regardless of the approver's approval limit. | Single Approver |
| First Qualified Approver | specifies that an approval request entry is only created for the requester's first approver. | Single Approver |
| Specific Approver | specifies that you notify the user chosen in the Approver ID field. | Single Approver |
3. Workflow for Group Shipment
Please see the steps below for setup Approver for Group Shipment Workflow
(1) Go to "Workflows" and then select "Group Shipment" workflows under Sales and Marketing Group.
(2) Disable the Workflow
then select the assistant button 
(3) Select the Responses "Create an approval request for the record using approval type......" then select the workflow user group code in the Options tab below.
4. To add or remove "Approver" to existing Workflow User Group
There are 2 options for edit the existing Workflow user group.
- Option 1 Edit from the Workflow Responses page
- (1) Click on the drop down for Workflow User Group Code
- (2) Select the related Group
- (3) Click "Advanced"
- (4) Select the Group
- (5) Click "Edit" Button
- (6) Edit the Group Members (for example, add the user Amos, Alice as an approver into the group.
- Click OK to confirm
- Option 2 - Edit Workflow User Groups
(1) Go to Workflow User Groups
(2) Select the existing Group then click "Edit"
(3) Add the Approver in to the new line
