Workflow Designer — PO Approval > $5,000
Configuration · Draft, unpublished changes · applies to Purchase Orders
Preview
Publish
Purchase Order Created
Trigger · fires on every new PO
Amount > $5,000?
Routes based on the PO total
No
Auto-Approve & Post
Yes
Warehouse Supervisor approves
SLA 24h · escalates to Finance Manager
Finance Manager approves
SLA 48h · escalates to VP Finance
Auto-post to Purchasing
Creates the GL journal entry
Complete
Add Step
Approval Step
Condition
Notification
Action
Delay
Step Properties
Finance Manager approves
Approver Role
Finance Manager
SLA
48 hours
Escalates To
VP Finance
Allow delegate approval
Require comment on reject