How to add a new approval level to an existing workflow

NOTE: The following instructions are to demonstrate how to add a new approval level “CFO” to all selected workflows when a purchase order requires CFO approval equal or above $10,000.

Select any workflow and follow the steps below to add the new level to all or selected workflows.

Level ID – Select the new level

Document Routing Type – Select Module type

User ID – Select the approval name in the list, if not found, navigate to User Maintenance and add the new user

Category – Select “General”

<=$ - enter 0.00

Go To – Select Accounting

Else – Select Accounting

Message – leave default value

Modify the level where the system has to determine if it should go to CFO or not: