How do I assign a workflow to a category?

Modified on Tue, 10 Dec at 3:06 PM

Once an Approval Workflow is created within Capture Expense, you can assign it to a Category. You can also assign one or more Approval Workflows in bulk to many Categories.

To add a workflow to a single category

Navigate to the Categories page. A list of pre-defined categories appear.
Go to Setup> Overview> Expense Categories or Setup> Categories
Click the Edit icon on the relevant Category record. The Category page appears.
Navigate to the Approval Flow drop-down list.
Select the applicable Workflow.

Important! If the Workflow is set in the Approval Flow field, it supersedes the Workflow set in a User Account.
Click Save. The Workflow is added to the Category.

To assign approval workflows in bulk to one or more categories

Once you have exported the Categories template with data, you can update the Approval Record Name column in an existing Category with the name of the applicable Approval Workflow record, or you can create a new row and include the Workflow data in the Approval Record Name column. You can then re-import the template back into Capture Expense and the Workflows will be assigned.

Navigate to the Categories page. A list of pre-defined categories appear.
Go to Setup> Overview> Expense Categories or Setup> Categories
Select Export from the Action menu.

Export instructions appear.
Follow the instructions.
Ensure the Include data... option is selected.
Click the Download button. The template is downloaded to your local drive.
Perform either of the following:

Update the Approval Record Name column in the relevant Categories with the name of the applicable Approval Workflow record.
Create an a new row and include the Workflow data in the Approval Record Name column.