Dynamic Workflows

Dynamic hierarchical workflows can be integrated on Brightflag.

Dynamic hierarchical workflows provide you the option to set approvers on invoices based on approval thresholds.

For example: the approver at stage 1 can be the internal matter lead/department head or a specific user. If the user at stage 1 does not have permission to approve an invoice of $X, the user’s manager is set as the approver at stage 2. Similarly, if the manager at stage 2 does not have permission to approve an invoice of $X, their manager is added as an approver at stage 3, etc.

The Fallback Reviewer designation is a safeguard and would only be added if a dynamically added manager/user is unavailable or their account disabled in the platform.

Examples of when the Fallback Reviewer would be added include:

- The manager chain reaches its end and the invoice level is still above the last manager’s threshold
(Can be considered the same as above) A user has a threshold set, but no manager configured
- A user has no threshold set at all
- Misconfiguration on user’s approval level (missing required fields)

If you're interested in implementing dynamic approval workflows, reach out to your Customer Success Manager. 

For more detailed information on workflows, you can visit our help center article: Workflows Explained