Adding a Routing Table
A user with the Workflow Admin permission can create one or more routing tables to identify the approver roles and associated functions that a user must have in order to approve a Gateway step in a workflow. A Gateway step can be associated with an action, task, or a document that requires the approval of one individual (Simple Gateway), or more than one individual (Gateway).
A routing table is needed in the Workflow Wizard when a user adds a workflow to a Company, Contract, or Project Profile and selects a workflow template that contains a Gateway step. In order to successfully complete the wizard and add the workflow to the Profile, the user must select the routing table that was designed to work in conjunction with the workflow template since the user function(s) defined in the table must have the authority to approve the Gateway step(s) defined in the workflow template. Therefore, the Workflow Admin must create and name a routing table so that it is easily identifiable for the workflow template that it references, and the routing table must contain the appropriate approver roles and their associated functions. The appropriate restrictions must also be set so that the routing table is only available for the workflow templates for which it was designed.
Before setting up a routing table, ensure the categories for your routing tables have been added using the Lists feature. For example, you could add Company, Contract, and Project categories since workflows can be added to Company, Contract, and Project Profiles.
Setting Routing Table Restrictions
In order for a Routing Table to function properly, restrictions must be set limiting the table to ensure it is used properly. If you leave these fields blank, users can select the routing table when they run the Workflow Wizard and select any workflow template that uses a routing table.