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Workflow Hero

Workflow triggered by dollar threshold on form

Is there a way to set up a workflow so when a certain dollar threshold is entered into the form, it triggers a different set of approvers? For example; I have 3 level of approval based on the dollar threshold of the item. If the item is $100K, then I need 5 different people to approve. if $500K then I need the previous 5 + 1 level higher etc. I haven't even started this, but couldn't find anything on the site.

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Workflow Hero

Re: Workflow triggered by dollar threshold on form

I would structure that like in the screenshot below. In the <$500k branch I'd create 5 flexi tasks for approval, and the >$500k side just add another flexi task for the 6th level.

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Workflow Hero

Re: Workflow triggered by dollar threshold on form

Yes, as Roger illustrates, you can easily use the "Set a Condition" action to decide the path your workflow should take.

I'm not sure I'd use 5 flexi tasks though. A single flexi task assigned to 5 people with the outcome behavior set to "All must agree", will do the job.

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Workflow Hero

Re: Workflow triggered by dollar threshold on form

If the verbiage is the same for all 5 people I agree with this approach.

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Workflow Hero

Re: Workflow triggered by dollar threshold on form

Thanks I will try this!

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