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Approval Workflow based on Customer

We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.

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Jessica Glenn shared this idea  ·   ·  Report…  ·  Admin →
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  • Anna A commented  ·   ·  Report

    Often the Project Manager must approve an employee or team member's expenses. So we cannot have just one manager per user. Can we set up an approval workflow by Project/Customer so that all of those documents go to the PM?

  • Rachel Aguilar commented  ·   ·  Report

    Would like to be able to set up an approval workflow based on specific customers/projects - right now only classes are a condition for the approval workflow