Field Link Routing Settings

These settings appear if you select Field Link from the Routing Method drop down.
Setting Description
Object with Approver Field From the drop down, select the object (location) where the approver custom field is defined. This can be the engagement, the manager user record, or the supplier user record.
Approver Field Mapping to the approver. This is a custom field added to the object. The value defined in the custom field (text entry, custom field reference list, and so on) must link to an identifier. The application requires the identifier to notify the approver. The identifier can the Manager ID, Manager GUID, or another custom field reference list. For more information about custom fields, see Custom Fields Configuration.
Mandatory ApproversIf you select a custom field reference list to link to in the Approver Field, define the minimum number of approvers required. Select from the following:
  • 1 - At least one manager from the list must approve.
  • 2 - At least two managers from the list must approve.
  • All - All managers from the list must approve.
Note: Both Manager ID and Manager GUID identifiers have a defined manager hierarchy tied to the user record, and therefore do not need a minimum number of approvers for the Field Link routing method.
Approval RuleFrom the drop down, select when the routing applies to the approval workflow.
Note: The default behavior is Always.