Maintain Line Level Routing

Enable line-level routing for the business process type.

Business process administrators can enable line level routing on Approval
and Consolidated Approval
steps that are assigned to at least 1 Intersection security group.

Example: You can use line level routing to route to approvers based on the context of each line in a supplier invoice.

When you use a report field in a business process routing rule or step condition rule, and the field evaluates data at the document line level, you can't determine the line that's evaluated when there are multiple lines.

Routing modifiers aren’t respected in custom notifications. However, system notifications do respect line level routing.

Edit the business process definition.

Select

Line Level

in the

Routing Modifier

column of 1 or more Approval
or Consolidated Approval
steps in the business process definition.

At least 1 security group on the step must be an Intersection security group.

Create an Intersection security group that includes the Region Manager and the Cost Center Manager, and assign roles as follows:

Cost Center Manager for Cost Center A: Anne and Adam

Cost Center Manager for Cost Center B: Betty and Bob

Region Manager for Region 1: Anne and Betty

Region Manager for Region 2: Adam and Bob

The intersections are as follows:

Cost Center A + Region 1: Anne

Cost Center A + Region 2: Adam

Cost Center B + Region 1: Betty

Cost Center B + Region 2: Bob

Your supplier invoice has 2 lines that are based on these contexts:

Line 1: Cost Center A, Region 1

Line 2: Cost Center B, Region 2

Create an Approval
step that routes the transaction to the Intersection security group that includes the Region Manager and the Cost Center Manager.

When you enable line level routing:

Line 1 Intersection security group is Anne.

Line 2 Intersection security group is Bob.

Workday routes the supplier invoice to Anne and Bob.

When you don't enable line level routing:

The entire supplier invoice routes to Adam, Anne, Betty, and Bob for approval.

Workday doesn't evaluate the intersection of Region Manager and Cost Center Manager on each line individually.

Workday doesn’t evaluate individual lines when using report fields in condition rules.

Use the

Business Process Steps with Line Level Routing

report field to track which business process steps are enabled for line level routing.