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Administrator Guide
Last Updated: 2025-11-28
Create Approval Fields

Create Approval Fields

Field sets are lists of work order fields to use with workflow approvals using approval criteria. These named lists act as a way to limit when VNDLY generates work order modification approvals.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Jobs & Work Orders
    , select
    Work Order
    .
  3. Select the
    Approval Fields
     tab and click
    Create
    .
  4. As you create a field set, consider:
    Fields
    Select the fields that you want to add to the field set to use with workflow approvals using approval criteria.
    Create an approval rules Criteria to match fields in this list?
    When enabled, VNDLY creates a criteria for the fields selected. The criteria is available to use for a Contingent Work Order Modification workflow approval rule.
    Create an inverse approval rules Criteria to match fields NOT in this list?
    When enabled, VNDLY creates a criteria for all fields that aren't selected. The criteria is available to use for a Contingent Work Order Modification workflow approval rule.
You want to create add criteria to an approval rule so that when a user modifies specific fields in a work order, VNDLY generates a workflow approval. Using the
Approval Fields
 tab, you create a field set using
Pay Rate
,
Bill Rate
,
Fee Profile
,
End Date
, and
Budget
 work order fields. You then add this field set as criteria to an approval rule. When a user modifies these fields in a work order, VNDLY generates a workflow approval.