--- title: "Using Workflow to Approve Adjustments" slug: "using-workflow-to-approve-adjustments" updated: 2026-05-11T19:12:43Z published: 2026-05-11T19:12:43Z canonical: "help.idibilling.com/using-workflow-to-approve-adjustments" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Using Workflow to Approve Adjustments The goal of this Workflow is to create a process that will ensure that credit adjustments to an account go through the proper approval process. Adjustments that are small enough will be auto-approved and larger ones route to the proper users who have the authority to approve. ## Prerequisites --- Adjustments are entered as blocked. 17.2 SP1 added a configuration option to Care to set ‘blocked’ as default status when entering adjustments which should be set to ‘enabled’. The Workflow progresses down this basic flow: - Determine if adjustment meets criteria for auto approval (True = Auto unblock, False = find approval tier). - Determine approval tier needed - Notify user assigned for approval - User evaluates adjustment and approves or declines by setting value on the approval task. - Workflow either automatically unblocks (approved) or emails original user to inform them it was declined. **![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/6-14-2017-2-57-59-PM.jpg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D)** ## **Workflow Breakdown** --- #### **Process #1: Auto Approve Conditional** Assess if adjustment needs approval (e.g. by type or user entered) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf1.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) **![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf2.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D)** #### **Process #2: Determine Approval Levels Needed** Conditionals are created based on adjustment amount. If adjustment does not meet a tier criteria it moves to the next for evaluation. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf3.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf4.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) #### **Process #3: Approval Steps** When the proper approval tier is found the approval process begins. Tasks have been created to: Email – Notify user assigned approval task. Approve / Reject – Users sets required extended data field to approve or reject the adjustment. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf5.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf6.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf7.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) #### **Process #4: Approve/Reject Conditional** Once the Workflow has gone through the approval process a conditional uses value of ‘Approved?’ extended data to evaluate whether to utilize the approved or declined path. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf8.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf9.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) #### **Process #5: Approval** Once the adjustment is approved it is automatically unblocked and the original user is notified. If it is declined then a rejection email is sent instead. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf10.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/awf11.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A34Z&se=2026-11-14T11%3A31%3A34Z&sr=c&sp=r&sig=q6ir56BLEE%2Fryn%2FaSgn1G9kjs7rKK74iaWe7xGXhrog%3D)