Priority

Enter a number in the Priority field.

The specified number determines the priority of the entry. If there are multiple entries with the same data, the system uses the priority to determine which entry to use. Higher numbers indicate higher priority.

Default value: 0

Workflow

Select the workflow to which the entry applies.

Workflow step

Select the workflow step to which the entry applies (e.g., Validation).

N1 Path

Select the criterion for access determination. For example, select TotalNetAmount if the role is to be determined by the net amount.

The available criteria depend on the selected workflow. The following criteria can be selected:

N1 Minimum Value

Enter the lower amount threshold. The lower amount threshold defines the minimum amount at which a user or a user role is allowed to process a workflow task.

N1 Maximum Value

Enter the upper amount threshold. The upper amount threshold defines the maximum amount up to which a user or a user role is allowed to process a workflow task.

If the N1 Maximum Value column is left empty, no upper amount threshold is applied. For example, to create an entry that applies to all amounts from €100 upward, enter 100 as the lower threshold and leave the upper threshold empty.

S1 Path - S3 Path

Enter a workflow field that is used to determine the responsible user (e.g., Creditor.Name) (optional).

The field content is defined by the entries in the S1 Value through S3 Value columns.

S1 Value - S3 Value

Enter the content of the field specified in the S1 Path through S3 Path columns.

The system uses the field content to determine the user responsible for the work item. You can use wildcards and regular expressions to specify the field content.

Example: The expression ^[l-zL-Z] selects all field contents (e.g., vendors) that begin with the letters L to Z.

Target role

Select the user or user role to which the entry applies.

Selecting the Automatic continuation user role means that no user will receive the document. The workflow step is carried out automatically in the background and answered positively.

Rights

Select one of the following authorizations to be assigned to the user role:

Notice

If you select the Customize value in the Rights column, you can adjust the authorizations individually. The Rights dialog box will open. In this dialog box, you can add or remove the individual authorizations by activating or deactivating the corresponding checkboxes.

Set the release level.

Release levels allow you to configure multiple runs (multiple processing levels) for a workflow step based on various content criteria. For example, you can use release levels to define a hierarchical check of a document based on the document amount.

The specification of the release level defines the processing level at which a user may process a workflow task. The counting of release levels starts at 0.

Iteration text

Enter a short text describing the user's task in the workflow step (e.g., Approve this invoice) (optional).

This text is displayed as the status text of the work item in both the work item list and the workflow log.

Is final

Specify whether the final processing level of a workflow step has been reached.

For the final processing level of a workflow step, always select the Is final checkbox. If the checkbox is not selected, the system will search for an entry at the next higher processing level of the workflow step.