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About this feature
This feature gives possibility to have an additional approval flow on predefined custom field values on top of the current approval flows (user - project - groups). Setting approvers or controllers for custom field values allows companies to create a separate expense flow when needed.

Via CSV file

This file can be used to assign custom field value approvers.

Custom fields and approval settings should be set before using this file upload. The name of the custom field is configured in Rydoo before this file can be used. Make sure the custom field name is identical to the one used within this upload file.

Use the following structure to upload custom field approvers:

Download example
(max. file size 20.000 lines)

approver;customfieldname;value;id;active
[email protected];expense_type;Training_Expenses;E1202;1

Header	Example	Type	Required	Length (characters)	Description
approver	[email protected]	string	Yes	100	Email of the approver
customfielddname	expense_type	string	Yes	50	Name of the customfield. This is the name of the dropdown that users will see on the mobile and web platform.
value	Training_Expenses	string	Yes	50	Value of the custom field
id	E1202	string	Yes	50	Unique ID linked to the value of the custom field.
active	1	integer	Yes	boolean	Status of the custom field approver. The active status of this approver for this value. Change to 0 to deactivate this approver for that custom field value.

Approver of multiple custom fields

If the user is an approver of more than one values, it should be stated in 2 separate rows:

approver;customfieldname;value;id;active
[email protected];expense_type;Training_Expenses;E1202;1
[email protected];expense_type;HR_Expenses;E1203;1