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 centre or business unit.
Because dynamic approval workflows are closely linked to the setup of Custom Data Fields and Data Lists, it is important that you have set up your Custom Data Fields first.
When setting up a Data List, toggle on Apply Dynamic Workflow.
From the Data List page, click Add Data List Item.
When creating each Data List Item, you will be able to choose from a list of available Approver 1 and Approver 2 users to link to the Data List Item. It is important that you have set up the Approver users first before adding the Data List.
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 having to manually add each Data List Item and the linked Approver users.
Once you have added the Data List Items, go back to Card Pools > Custom Data Field Templates > Generic Spend Type and choose Edit for the relevant Custom Data Field before updating the Data List from the drop down.
