How can an Approval Process (in Sales Cloud, without CPQ) be designed to route requests up to the next assigned approver based on the User's Manager until it reaches a Manager that has an authorized approval dollar level that exceeds the dollar amount of the record from which the approval request started? I already have a custom field on Users to store their dollar approval level. This seems to be a very common way approvals are routed by accounting systems for PO and invoice approvals, but I cannot find any examples out there for how to do it with Salesforce Approval Process. Thanks!
I finally solved this with a simple formula criteria for entering multiple approval steps. Enter this step if the following formula evaluates to true, else approve record. "$User.Job_Approval_Level__c < Payment_Amount__c". This translates to: if the last approver's Job Approval Level is less than the Payment Amount, then send Approval Request to the last approver's manager; otherwise approve. Job_Approval_Level__c is a currency field on the User record representing the maximum amount they are authorized to approve, and Payment_Amount__c is a currency field on the record being approved. Automatically assign using the user field selected earlier. (Manager). There needs to be the number of steps for the number of levels of management that the approval could possibly climb in the manager hierarchy.
