Hello,
How I can build expense report with more than 8 roles of authority based on the total requested by customer,
example
role 1: 1000
role 2: 5000
role3: 6000
I want if the customer raised a total is 4500 to go direct to role 2
How I can put a role to check if the total in greater than 1000 and less than 5000 go to role 2 for approval
Hi
There’s a few different ways that you can accomplish this. If the workflow starts from a form I’d recommend creating a form variable if it that uses the ifelse function to set a variable to check against. That would look something like this (using only the 3 roles you provided):
ifElse(iForm].[Total]<1000,"Role 1",ifElse(iForm].[Total]<5000,"Role 2","Role 3"))
Then you can use a branch by stage or branch by value action to check against that value in the workflow.
If it’s not based on a form then you’d need to use either branch by condition actions or run if actions to set a variable to evaluate for the branch by stage/branch by value action. With 8 roles you’d want to set one for each role to determine what the value of the variable to evaluate should be.
Hi
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