---
title: "Define Sequences"
slug: "define-sequences"
updated: 2024-03-07T07:13:47Z
published: 2024-03-07T07:13:47Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Define Sequences

Abstract

Product:**Custom Approval Workflow.**

### Managing Sequences

Sequences determine approval routing. Once the final list of approval roles is compiled, sequences are created to put the approvers in the correct order for each organization. Sequences are based on combinations of organizational units, such as **Company, Business Unit,** and **Department**. It is recommended to create a default sequence that can be used for all approvals within your organization. For more information on assigning codes to the default sequence, see [Audit System Changes](/v1/docs/audit-system-changes).

After creating a sequence, it must be assigned to one or more levels in your organization. When **Custom Approval Workflow**was set for your organization, a unique code was assigned to each level in your organization, for example each division and department.

### Process

#### Creating a sequence

Editing or deleting a sequence does not affect any workflows that are running.

1. Access**Custom Approval Workflow** and select **the Admin tab.**
2. Select Sequences → Add/ Edit/ Delete sequences.
3. To add a sequence:
  1. On the**Manage Sequences** screen, select **Add**.
  2. Insert **a name** for the sequence in the **Sequence Name** section.
  3. Select **Save**.
4. To edit a sequence:
  1. In the **Sequences**list, find the sequence to edit and select **Edit**.
  2. Update the **sequence name.**
  3. Select **Save**.
5. To delete a sequence:
  1. In the **Sequences**list, find the sequence to delete and select **Delete**.
  2. A confirmation window opens. Select **OK**to delete the sequence or **Cancel**to leave the sequence unchanged.

#### Defining Sequence Roles

Sequence roles are all the roles that can appear in a sequence. The **Sequence Roles** page is used to; select a sequence, select the roles that can appear in that sequence, and specify the order in which they appear.

1. Access **Custom Approval Workflow** and select **the Admin tab.**
2. Select Sequence → Sequence Roles.
3. Select a sequence by using **Sequence**pull-down menu.
4. Select **Manage**.
5. Add roles to or remove roles from the sequence. To select adjacent items, select the first item then hold down the **SHIFT**key and select the last one. To select nonadjacent items, select the first one, and then hold down the **CTRL**key and select additional items.
  1. **To add roles to a sequence:** Select roles in the **Available Items** list and select **the arrow** to move it to **Selected Items.** Select **the arrow** to move all roles to the **Selected Items.**
  2. **To remove roles from a sequence:** Select roles in the **Selected Items** list and select **the arrow** to move it to**Available Items.** Select**the arrow** to move all roles to the **Available Items.**
  3. To **change the order** in which a role appears in a sequence, select **the list item** and select **the order arrows** as needed.
6. Select **Save**.

#### Viewing Mappings for Sequence Codes

1. Access **Custom Approval Workflow** and select **the Admin tab.**
2. Select Sequence → Sequence code mappings.
3. Select **the workflows** to work with. By default, all workflows are selected.

![image005.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/6dca6284-4496-4d67-a148-f4bd920920dc.jpg)
4. Select **one or more codes** for which to find associated sequences. You must select the lowest level code available to see the assigned sequences. For example, if your organization has three levels, Company, Business Unit, and Department you must select codes for all three.
5. Select **View assignments.**
6. To delete a mapped sequence, select the sequence and select **Delete Selections.**

#### Mapping Codes to a Sequence

1. Access **Custom Approval Workflow** and select **the Admin tab.**
2. Select Sequence → Sequence code mappings.
3. Select **the workflows** to work with. By default, all workflows are selected.
4. Select **the codes** to associate with a sequence. To associate codes with a default sequence that can be used for all approvals within your organization, select the **Wildcard**check box for each organizational level.
5. Select **the sequence** to assign to the codes. You can select only one sequence at a time.

![image006.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/d9d6b5b2-9637-4e22-a2fd-a6021ca0363f.jpg)
6. Select **Make assignments.**