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Approval Chain Import

The approval chains integration loader uses only a single set of header columns.

Overview

The Approval chains Import process reads files from ./Incoming/ApprovalChains/ in the SFTP. These files will be moved to the archive folder located at ./Incoming/Archive/ApprovalChains/ before being processed in alphanumeric order.

Keys & Validations

Approval Chain Name and Approval Chain Type are the keys to update an existing approval chain. Both the keys i.e. Approval Chain Name and Approval Chain Type are needed in order to perform an update. You cannot update the type of an existing approval chain.

Since order approval chains have been introduced in R21, it is not possible to create Orders and Requisitions approval chains with the same name. Loading an approval name for orders with the same name of an existing one for requisitions through the bulk loader will cause the Approval Chain Type to change from "requisition" to "order" (it's also true viceversa).

Currently supported conditions and operations:

Accounts (equals, contains) 
Commodity (equals, contains, not contains) 
Item (equals, contains, not contains) 
Requester (equals, contains, not contains)

Approval chains created through the loader follow the same validations as those created through the UI.

Note

Priority cannot be 50 because 50 is the management hierarchy. This means that a chain that's less than 50 fires before management hierarchy while a chain that's greater than 50 fires after management hierarchy.

Column Name	Description	Req'd	Unique	Type	Allowable Values
Approval Chain Name*	Unique Approval Chain Name	TRUE	FALSE	string(255)	any
Status*	Active or Inactive. Passing in Active creates/updates an Approval Chain and passing in Inactive deletes an existing Approval Chain.	TRUE	FALSE		any
Approval Chain Type*	This description is now: "Some possible values: requisition requisition-submission-blocking requisition-approval-blocking requisition-hierarchy expense invoice invoice-submission-blocking invoice-submission-warning invoice-approval-blocking invoice-hierarchy contract-hierarchy contract contract-submission-blocking contract-submission-warning easy-form-user=> Some possible values: requisition requisition-submission-blocking requisition-approval-blocking requisition-hierarchy expense invoice invoice-submission-blocking invoice-submission-warning invoice-approval-blocking invoice-hierarchy contract-hierarchy contract contract-submission-blocking contract-submission-warning easy-form-user contract-round"	TRUE	FALSE	string(255)	Requisition, Invoice, Expense, invoice-submission-blocking and requisition-submission-blocking
Priority*	Order in which to evaluate approval chain. Number from 1 to 49 and 51 to 99	TRUE	FALSE	integer(11)	any
Skip Approvers	Skip Approvers prior to self if on approval chain	FALSE	FALSE	boolean	Yes/No, True/False, Y/N, T/F
Skip Management Hierarchy	Skip Management Hierarchy if this chain matches	FALSE	FALSE	boolean	Yes/No, True/False, Y/N, T/F
Skip Further Approvers	Skip Further Approvers if this chain matches	FALSE	FALSE	boolean	Yes/No
Auto Approve Self	Auto Approve Self if added to approval chain	FALSE	FALSE	boolean	Yes/No
Dedupe OBO User and Auto Approve	Override On Behalf Of user, keep the approval chain approver and auto approve the approval	FALSE	FALSE	boolean	Yes/No
Always Evaluate	Always Evaluate	FALSE	FALSE	boolean	Yes/No
Parallel	Parallel approvals supported	FALSE	FALSE
Total Comparator	The total comparator	FALSE	FALSE	string(255)	any
Minimum Total Amount	Minimum allowed approval total	FALSE	FALSE	decimal(32,4)	any
Maximum Total Amount	Maximum allowed approval total	FALSE	FALSE	decimal(32,4)	any
Total Currency	Currency Code for total currency	FALSE	FALSE	string(6)	any
Minimum Approval Limit	Minimum Approval Limit	FALSE	FALSE	decimal(32,4)	any
Maximum Approval Limit Amount	Maximum Approval Limit Amount	FALSE	FALSE	decimal(32,4)	any
Maximum Approval Limit Currency	Maximum Approval Limit Currency	FALSE	FALSE	string(6)	Any ISO 4217 three letter currency code
Maximum Approval Limit	Maximum Approval Limit	FALSE	FALSE	decimal(32,4)	any
Operator	The conditions operator	FALSE	FALSE	string(255)	any
Condition 1*	Condition 1 - Colon (:) separated list of val:field:condition	TRUE	FALSE	text	any
Condition 2	Condition 2	FALSE	FALSE	text	any
Condition 3	Condition 3	FALSE	FALSE	text	any
Condition 4	Condition 4	FALSE	FALSE	text	any
Condition 5	Condition 5	FALSE	FALSE	text	any
Condition 6	Condition 6	FALSE	FALSE	text	any
Description	Set custom notification text for the condition(s) you have set above. If you leave this field blank, the system will use the name of the configuration you set as the default text.	FALSE	FALSE
Approver 1	Approver 1 - Colon (:) separated value consisting of user_login, amount, and currency_code. Example: user@login:250.00:usd	FALSE	FALSE	string	any
Approver 2	Approver 2	FALSE	FALSE	text	any
Approver 3	Approver 3	FALSE	FALSE	text	any
Approver 4	Approver 4	FALSE	FALSE	text	any
Approver 5	Approver 5	FALSE	FALSE	text	any
Approver 6	Approver 6	FALSE	FALSE	text	any
Approver 7	Approver 7	FALSE	FALSE	text	any
Approver 8	Approver 8	FALSE	FALSE	text	any
Approver 9	Approver 9	FALSE	FALSE	text	any
Approver 10	Approver 10	FALSE	FALSE	text	any
Watcher 1	Watcher 1 - User Login to add as watcher	FALSE	FALSE	string(255)	any
Watcher 2	Watcher 2	FALSE	FALSE	string(255)	any
Watcher 3	Watcher 3	FALSE	FALSE	string(255)	any
Watcher 4	Watcher 4	FALSE	FALSE	string(255)	any
Watcher 5	Watcher 5	FALSE	FALSE	string(255)	any
Approver Params	Semi-colon (;) separated list of parameters. Each parameter begins with an identifier than any needed values separated by a colon : Example identifiers are first_approver, middle_approvers and last_approver. sample values for these are skip, watcher, or approver. Other examples are escalation:User:<UserLogin>, escalation:ApprovalGroup:<GroupName> where the bracketed values should be replaced by the actual Login or Name.	FALSE	FALSE	text	any
Validation Message	Approval Chain Message / Description	FALSE	FALSE	string(255)	any
Signatory 1	Signatory 1 - User Login to as signatory	FALSE	FALSE	string(255)
Signatory 2	Signatory 2	FALSE	FALSE	string(255)
Signatory 3	Signatory 3	FALSE	FALSE	string(255)
Signatory 4	Signatory 4	FALSE	FALSE	string(255)
Signatory 5	Signatory 5	FALSE	FALSE	string(255)
Applies to Supplier	Applies to Supplier	FALSE	FALSE		any