General route information includes the name of the route and the object to which it applies. These fields are located on the General tab of the route.
General Tab on Route Screens
The following table describes the items in the General tab of Route screens.
Field
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Description
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Description
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Enter a name (maximum 250 characters) that uniquely identifies the route. This description appears on the Action tab of an approval rule to allow you to select it.
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This route is to be used with
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Select the object for which the route may be used. You may either specify one object, or select (All) to make the route accessible to all objects.
•If the route you are creating is only used for one object, such as Expense, then select the name of that object in the list. You must select a specific object if you want to add a User with role or User path as a stop member (see Member Types). •If you want to be able to use the same route of approvers for more than one object, you must select (All). For example, you may need to use the same route for both task and expense approval rules. If the route is available for all objects, then you may only add specific users or groups to the route. You are unable to add a user with role or user path as a stop member (see Member Types). When the route is saved, you cannot change this selection.
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After saving the name and the object selection for the route, you may click the Stops tab and define the stops in the route.
