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Created by Dan Grassel
Created on Jun 5, 2025

Approval Path steps magnify glass addition/re-order steps

When I need to add a new person to an approval path I always just added steps and deleted others so I can get people where they need to be in the approval process.

I did not know that you could just click in one of the step spaces and search for the user you want on that step. It would be beneficial if there was either a magnify glass or something at the steps that make it more apparent you can search the steps.

If that is not something we can do then being able to reorder the steps on the approval path would be extremely helpful as well

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