Approval process Functions

Support, Troubleshooting, & Help
1

Hi Team,

Does TULIP support approval process like OA? I mean can we create approval processes for an APP? For example, user can submit the expense claim in TULIP, then this request will goes to his line manager for approval based on the DOA/ HR hierarchy. If the approver does not have required approval Limit then it will be routed to next Supervisor hierarchy.

Thanks

2

Hi @kevin.he and welcome to Tulip Community! :tulip:

It sounds like you’re interested in using Tulip to make an approval process solution, like for example, a Tulip app to help approve expense reports. This type of solution should definitely be possible!

First thing that comes to mind is using automations for this. As an example, you could have a status on your expense report, and as it is updated, the automation looks for this status change and is triggered to send and alert to the appropriate party for approval.

This article can give you a quick overview of Getting Started with Automations but let us know if you have any specific questions as you get rolling on building this!

3

Hi Beth,

Thanks for the reply.

I’ve checked the introduction of the automations in the knowledge base (the linkage you shared) and also the TULIP university. But I could not find any useful instructions on how to set up the approval hierarchy and corresponding amount limitation. The introductions are too brief.

It it possible to provide more introductions on how to set up the approval process?

Thanks

4

Hi Kevin,

Can you explain more details about the use case here? What is the approval hierarchy? What do you mean by account limitation? Do you have a process flow mapped out we can look at?

Our education materials are usually more general and high level so you can apply the concepts to whichever use case you are looking to implement, but if you give me more details, we can potentially walk through what this looks like for this specific approval use case.

6

Hi Beth,

Please refer attached picture as an example. We defined an approval matrix for different purchase type. For each of the approvers there’s an amount limitation. If the amount exceeds the approver’ limitation, the PO will goes to next approver.

Capture
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For example, If one user submitted a PO with an amount of 800,000, then the PO needs to be approved by Operation Manager–>Operation Director–>Operation VP.

What I want is similar like this, user can submit for approval, then relevant approval will get notification and then approve, until finally approved by someone based on the approval matrix.

Thanks