🌐 Web | 👤 Yokoy admin with Workflow Designer permissions
You can set up a line manager workflow in which an invoice is sent for approval to the submitter’s line manager.
It uses Assign line manager and Line manager approval or escalate nodes. The first node assigns the line manager of the user to the invoice document, while the second one deals with escalations/complete the full approval flow logic. The Line manager approval or escalate node checks the threshold limits on the user and it escalates the approval up the hierarchy, if necessary.
Both of these nodes must be used in combination to create a line manager approval flow.
Configuring the workflow
To configure the line manager approval workflow:
Step | Node(s) to use | Options required |
1a | New (status) | Submit action |
1b | Draft (status) | Submit action |
2 | Assign line manager (activity) | Line Manager of: Select the submitter to route the document to the submitter's line manager for approval. |
3 | Line manager approval or escalate (approval) |
|
4a | Needs revision (status) | Send back action |
4b | Draft (status) | Recall action |
4c | Rejected (status) | Reject action |
4d | In review (status) | 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:
💡 Tip
Upload the workflow example in the Workflow Designer to view how these nodes have been configured.