What happens when an Approver creates a transfer?

Transfers created by an approver are automatically approved by them. In this case, some approvals may be skipped as mentioned below:

  1. Approvals from the previous steps will not be required. (If a Step 2 approver creates a transfer, Step 1 approvals will not be needed).
  2. Approvals at the same step will not be required if the setting is “Anyone can approve”. (If an approver creates a transfer, they also automatically approve it. If the setting for that Step is “Anyone can approve”, other approvals at that Step are not needed).
  3. Approvals at the same step will be required if the setting is “All must approve”. (If an approver creates a transfer, and the setting is “All must approve”, then all other approvers at that Step must approve the transfer).
  4. Approvals from subsequent steps will be required. (If a Step 2 approver creates a transfer, Step 3 approvals will be needed).

Let’s see this with an example:                       

This is the Transfer Approval Policy for a company. When John (Step 2 approver) creates a transfer,



Step 1 approvals (Philip & Amanda) are not needed since John is a Step 2 approver.

Mary’s approval is needed because the Step 2 setting is “All must approve”.


Once Mary Approves the transfer, it is executed. 

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