Creating Approval Workflow Step: Fixed User(s) to Fixed Approver

The following instructions will guide you through how to create a step in the approval process that directs submitted content from one or more users to a specific approver.

Navigate to: Settings > Users > Approval > Click the edit pencil on the workflow. Click Add. This opens the field to allow modifications for the step.

In the Step field, provide a descriptive name about what this approval process step represents (ie. Approval for Jane Doe)

In the Assigned To field: select the Fixed User radio button. From the drop down list, select the Nexonia user that should be assigned to this approval step.

The Bypass section is necessary as this is where we can input the custom values required to ensure only the submitted content from certain users are directed to the Nexonia user selected earlier in the Assigned To field. In Bypass: > Others:, input the following (based on the Nexonia modules you are using):

Expenses: report.user.fullName != “FIXEDUSER"

Timesheets: entry.user.fullName != “FIXEDUSER"

Time Off: block.user.fullName != “FIXEDUSER"

Purchase Orders: order.user.fullName != “FIXEDUSER"

Accounts Payable: order.user.fullName != “FIXEDUSER”

 Tip: The logic behind the "!=" portion of the code means that the approval will be bypassed if the submitting user's name does not equal FIXEDUSER

If this is a step where multiple users require to have submitted content directed to the specific approver, adjust the bypass as follows (be sure to adjust the first word: report/entry/block/order): 

Expenses: report.user.fullName != “FIXEDUSER1” && report.user.fullName != “FIXEDUSER2” && report.user.fullName != “FIXEDUSER3”

Note: For the examples above, FIXEDUSER needs to be replaced with the user’s name exactly as displayed in the user’s list. (ie. "Jane Doe")

Once finished, click Add at the bottom.

Note: If you’re using an approval workflow for more than one module, then creating this type of step will require a separate approval workflow for each module.