Navigate to Setup > Company > General Preferences > Custom Preferences.
[STA INFLOW] | Description |
FlOWAP GENERAL SETUP | Select the FlowAP general setup record to be applied in FlowAP processes. All FlowAP related general preferences will be moved to the FlowAP General Preference record in future releases. |
JSON OBJECT FOR INFLOW PORTAL FILTERS | This field is used to define filters used in the INFlow Portal Approve Bills page. |
INFLOW PORTAL: NUMBER OF ROWS PER PAGE | Select the number of rows per page that will be displayed on the INFlow Portal Approve Transactions List page. |
INFLOW: DISALLOW AUTOMATIC RETRIGGER WHEN APPROVAL IS REJECTED | This preference determines if a rejected transaction will maintain the Rejected status until they are cancelled or until the Retrigger Approval button is clicked.
If this box is checked, then the approval status is set to Rejected and will not go through another approval process.
If this box is unchecked, then the approval status is set to Pending Approval when the transaction is rejected. The transaction will go through the approval process again. |
INFLOW: ONLY PROCESS TRANSACTIONS FROM | INFlow will only process approvals for transactions after the specified date.
If this preference is left blank, INFlow will process approvals for all transactions. |
INFLOW: PARTNER CENTER ROLE IDS (COMMA SEPARATED) | Enter comma-separated role IDs (e.g. customrole1022,customrole1043) that will use INFlow's partner center approvals. |