Workflow Group Enhancements

We’re excited to announce three valuable enhancements to the Workflow Group Form that will make approval workflows more flexible and tailored to your organization’s needs. These enhancements are now fully deployed and live in production.

Enhancement 1: Segment Approval Workflow Group Type

This improvement makes it significantly easier to configure approvals based on segments.

What’s New & Improved:

• Multi‑Select Sub Segments: Select multiple sub segments within a group to match your approval needs.

• Configurable Approvers: Assign specific approvers per sub segment, with control over the number of approvals required.

• Multiple Groups in One Form: Add multiple groups to the same workflow form, reducing the number of separate groups you need to maintain. 

Supported Forms:

• AP Invoice
• Check Request
• Multiple Payment
• Employee Reimbursable Expenses
• Cash Receipts
• Journal Entry

Key Benefits:

• Segment‑specific approvals ensure the right approvers review the right items.

• Fewer workflow groups to manage overall.

• Faster setup when different segments require different approvers or approval counts.

• No disruption to existing workflows, current groups continue working as before.

Enhancement 2: Invoice Type Approval Workflow Groups (Billing & AR)

This enhancement introduces invoice type‑based workflow grouping to support differentiated approval workflows, including handling of masked customer data and default workflows for customers without an assigned invoice type.

What’s New & Improved:

• Dynamic Fields: Invoice Type dropdown sourced from Invoice Type Configuration, including “Unassigned / No Invoice Type.”

• Configurable Approvers: Assign approvers and approval counts per invoice type.

• Routing Logic: System evaluates invoice type and routes to the correct workflow group (e.g., Social Services, Airport Hangars, Pavilion Rental, or Default/Unassigned). 

Supported Forms:

• Customer Form
• Invoice Form
• Mass Invoice Form
• Quick Invoice Form
• Invoice Adjustment Form

Key Benefits:

• Differentiated approval workflows by invoice type.

• Greater control and visibility across Billing & AR processes.

• Security and masking support for sensitive invoice types.

• Applies seamlessly to all Billing & AR forms listed above.

Enhancement 3: Rule Based Approval Workflow Group

This new group type allows you to define conditional logic that dynamically selects approvers based on submitted form data.

What’s New & Improved:

• Conditional Logic: Define rules based on Department, Fund, Threshold Value, Account, or Specific User. • Flexible Operators: Use “Equal To,” “Greater Than,” “Less Than,” or “Between” to configure conditions.

• Multiple Rules: Combine AND/OR logic within rules; multiple rules can match simultaneously and approvers are compiled into a single approval queue. 

Supported Forms:

• Purchase Requisition

• Change Order

• Check Request

• Invoice Approval Form w/PO

• Multiple Payment

• Quick Pay

Key Benefits:

• Greater flexibility and precision in approval routing.

• Rule‑based routing supports complex scenarios and dynamic conditions.

• Seamless coexistence with existing workflow group types.

• Fewer workflow groups to manage overall. 

Important Notes:

These enhancements are now available for immediate use.