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Coupa Success Portal

Approval Chains Import

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.

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. 

Priority cannot be 50 because 50 is the management hierarchy, so <50 means it kicks off before management hierarchy, >50 means after management hierarchy.

Approval Chain Columns

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 TRUE FALSE   any
Approval Chain Type* Some possible values: requisition requisition-submission-blocking requisition-approval-blocking requisition-hierarchy expense invoice invoice-submission-blocking invoice-approval-blocking invoice-hierarchy contract-hierarchy contract contract-submission-blocking easy-form-user 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
Always Evaluate Always Evaluate FALSE FALSE boolean Yes/No
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
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
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
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