Specify the next approver.

Specifying the next approver

This section describes the function that allows the originator and approver to directly specify the approver in the approval path.
Applicable plans: Professional plan and above

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Table of Contents

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1.How to set up the function to specify the next approver
2.Checking the actual operation
3. Setting Up Approval by Consensus

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1.How to set up the function to specify the next approver

Open SmartFlow, and from the dashboard screen, open the "Administration" screen.
*Only "Admin" and "Super Admin" can access the administration screen.

Open the administration screen and go to "Application Forms" to open the existing application form or "Create Approval Route" in the new application form.

The "Set approvers" screen will appear.

Select "Specify the next approver" for the application and approver.

In Setting 1) (Required), you can add the user name, affiliation, and position.

In this section, you can narrow down in advance the users you want the applicant or approver to select, who will be the next approver.
Example: If you add all affiliations, all users with all affiliations will be displayed.

Setting 2 (optional) allows you to select in advance how many approvers can be set.

How Directly Designating Approvers Works in Practice
Now let's take a look at the actual screen.
Select the application form from the administration screen, and change the "Approval route" in the application form.

After that, click "Publish" to save the application.

Select the saved application form and select "Specify approver" to display the users with the selected position and affiliation.

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Approval by consensus
You can specify that the approval is complete when the specified number of approvers among the specified approvers approve the application.

Example: An application that requires the approval of two people in the applicant's department

In the approver settings, select "Specify the next approver for the application/approver".

Setting 1 (Required) Enter the user name, department, position, etc. (You can select one of these options.)
Setting 2 (Optional) Select "Specify the number of approvers who need to approve the application", and then enter the number of approvers who need to approve the application.
Enter the number of people who need to approve and register.

Translated with www.DeepL.com/Translator (free version)

That's all.
If you have any questions, please feel free to contact us.

Thank you for reading to the end.

Related Keywords 👀
SmartFlow, approval path, specify approver, consensus approval

If you have any questions about the configuration, please contact us at [e-mail].