Any recommendations on how to setup role-based approval hierarchy workflows? Ex. If the amount is below 5k, the role hierarchy is Role A then Role B. If the amount is between 5k to 10k, the role hierarchy is Role C and Role D. If the amount is above 10k, the role hierarchy is Role B, then Role C then Role D. That is just a simplified version. I'm trying to avoid creating a lot of workflow states for each approver's role for every bandwidth.

@Luis Do you have e.g. department on all your vendor bills? If you have that mandatory, you can create custom fields on the department record where you can store your approvers and limits. The workflow can reach the department recrod

It is not dependent on department though. The role hierarchy varies based on the transaction amount.

OK! But its preferable to not have the credit limits in the workflow itself.. I'll leave it there 😄

I have a role based workflow. I can share the bundle

Hi @Deepthi, please if you can, thanks

Account ID to share

@Deepthi sent you a DM here. Thanks

Have you looked into if SuiteApprovals can help solve this?

@Rich Keller I haven't but let me check. Thanks.