Dynamic approval workflows are useful if you would like a different person to approve virtual card requests depending on a value selected by a deployer from a Custom Data Field dropdown. For example, you can set up a card pool so that requests for approval are routed to a person linked to a cost center or business unit.
Because dynamic approval workflows are closely linked to the set up of Custom Data Fields and Data Lists, you must set up your Custom Data Fields first.
When setting up a Data List, toggle on Apply Dynamic Workflow.
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Enter the Name and Description and click Create Data List to be taken to the Data List Details page. To add list items, click Add Data List Item.
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When creating each Data List Item, you can choose from a list of available Approver 1 and Approver 2 users to link to the Data List Item. You must set up the Approver users first, before adding the Data List.
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Use the Add New Data List Item to create more Custom Data Field options with different Approvers.
If you prefer to upload Data List Items in bulk, you can include the Approver names on the bulk upload spreadsheet instead of manually adding each Data List Item and the linked Approver users.
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Once you have added the Data List Items, click Administration > Card Pool Search and select your Card Pool. Once selected, click Custom Data Field Templates. Click Spend Type, select Generic and click Edit on the Custom Data Field Template that you want to add a Dynamic Workflow to.
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Alternatively, if you want to create a new template, click Add Template to create a new Custom Data Field Template.
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