1. Click > > .

  2. Click and select one of the following templates to configure:

    • - Select a template to create a configuration for cash advance requests.

    • - Select a template to create a configuration for document-level expense report approvals.

    • - Select a template to create a configuration for line item expense report approvals for line items that are not related to a project.

    • - Select a template to create a configuration for line item expense report approvals for line items that are related to a project.

  3. Click .

  4. On the tab, expand the until you have reached .

  5. In the lower pane, select the tab and then click .

  6. Select whether to base the approval by role, hierarchy, or user.

Note Note

When creating the , there are additional members listed for owners.


For more information, see Workflow participants.