If you are looking to create or edit an approval workflow, please use the following article:
Step 1: To view and act on Proposal or Invoices sitting with the approvers in front of you, navigate to the desired module and toggle the Assigned to Me filter into the OFF position.
**Please note that Approval Limits and Approval Times will still be honored, however the Proposal or Invoice no longer has to be in the Users Assigned to Me queue in order for them to take action.
Step 2: A list of Proposals/Invoices will appear. Click on the desired item to view the details and act. As long as the Total is at or within the Users apporval limit, they will be able to act on the Proposal/Invoice, even if it is not yet assigned to them. This action will skip the approvers in front of them.
Step 3: For example, this Invoice is currently assigned to the Facilities Managers for review and approval. However, I am logged in as Bryan and have the ability to Skip the Facilities Managers and approve this Invoice without their action. Once I approve this invoice, it will no longer require the Facilities Managers action.