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Approval Map for changes

  • 13 September 2022
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Userlevel 6
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Do approval maps engage when an existing document is changed, or only on creation of a new document.

We want to know when a change occurs that changes the total on a project.

This seems like this would trigger an approval anytime someone hits save on any project with a value.

Does it trigger if a change is made to an existing project?

 

 

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Best answer by Manikanta Dhulipudi 13 September 2022, 15:27

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Userlevel 7
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Hi @ltussing03  If the approver changed from today it will change the approval person on the document which is created earlier.

For example the below document is created yesterday and it is assigned to Layla Beauvoir

I made some changes to approval maps and approval is given to Maxwell Baker/

I put the same document on hold and removed hold, so the old document which is assigned to layla earlier should go to Maxwell Baker as per the new approver.

Please review and let me know if you have any questions

Userlevel 6
Badge +6

Thanks!

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