🌐 Web | 👤 Yokoy admin with Workflow Designer permissions
🏢 Professional and Enterprise plan
This template is restricted to Yokoy Professional or Enterprise plans. Your company must have one of these plans to use it to build your own workflow.
You can set up a workflow that selects approvers based on a specific tag.
You have two options:
All approvers: you can set up the workflow to determine all approvers on the tag value must approve the document before it can be moved to the next status.
Any approver: you can let any of the approvers on the tag value approve the document and end the approval flow.
It uses Assign all tag approvers and Final approval or All approvers must approve. The first node assigns the approvers defined by the tag values for the expense, while the second one finishes the approval flow logic.
Both of these nodes must be used in combination to tag approval flow.
You can also configure this approval workflow with other approval flows.
Configuring the workflow for any approver to approve
To configure a tag approval workflow:
Step | Node(s) to use | Options required |
1a | New (status) | Submit action |
1b | Draft (status) | Submit action |
1c | Needs revision (status) | Submit action |
2 | Assign all tag approvers (activity) | Tag dimension ID: Specify one or more tag dimensions to be used to determine the approvers. If you don’t enter any, all dimensions are taken. Approvers required: |
3 | Final approval (approval) |
|
4a | Needs revision | Send back action |
4b | Reject | Reject action |
4c | Draft | Recall action |
4d | In review | No action |
✏️ Note
Nodes and actions to use after the approval node will depend on the specific scenario. The list given as an example is non-exhaustive.
Remember to always connect an approval node to Need revision, Draft, Reject, and In review statuses.
In the end, the workflow looks like this:
Configuring the workflow for all approver to approve
To configure a tag approval workflow in which all approvers must approve the expense for it to move to the next status:
Step | Node(s) to use | Options required |
1a | New (status) | Submit action |
1b | Draft (status) | Submit action |
1c | Needs revision (status) | Submit action |
2 | Assign all tag approvers (activity) | Tag dimension ID: Specify one or more tag dimensions to be used to determine the approvers. If you don’t enter any, all dimensions are taken. |
3 | All approvers must approve (approval) |
|
4a | Needs revision (status) | Send back action |
4b | Reject (status) | Reject action |
4c | Draft (status) | Recall action |
4d | In review (status) | No action |