---
title: "Managing Sequences"
slug: "managing-sequences"
updated: 2024-03-06T04:51:59Z
published: 2024-03-06T04:51:59Z
canonical: "documentation.infinite.com/managing-sequences"
---

> ## 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.

# Managing Sequences

#### **Adding, Editing, and Deleting Code Sequences**

Sequences determine approval routing. Once the final list of approval roles is compiled, you create sequences 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.

You should create a default sequence that can be used for all approvals within your organization. See [Mapping sequence codes](/v1/docs/managing-sequences#mapping-sequence-codes) to learn how to assign codes to the default sequence.

This topic describes how to:

- **Create a sequence**
- **Edit a sequence**
- **Delete a sequence**

#### **Creating a sequence**

1. Log in to BrassRing Custom Approval Workflow.
2. On the Admin tab, select **Sequences > Add/Edit/Delete sequences**.
3. On the Manage Sequences screen, select the **Add** button.
4. Type a descriptive name for the sequence in the Sequence Name box.
5. Select the **Save** button.

#### **Editing a Sequence**

Changing a sequence does not affect any workflows that are already running.

1. Log in to BrassRing Custom Approval Workflow.
2. On the Admin tab, select **Sequences > Add/Edit/Delete sequences**.
3. In the Sequences list, find the sequence you want to edit and select the **Edit** button.
4. Change the sequence name.
5. Select the **Save** button.

#### **Deleting a sequence**

Deleting a sequence does not affect any workflows that are already running.

1. Log in to BrassRing Custom Approval Workflow.
2. On the Admin tab, select **Sequences > Add/Edit/Delete sequences**.
3. In the Sequences list, find the sequence you want to delete and select the **Delete** button.
4. BrassRing Custom Approval Workflow asks you to confirm that you want to delete the sequence. Select **OK** to delete the sequence from the system or select **Cancel** to leave the sequence unchanged.

### **Define Sequence Roles**

Sequence roles are all the roles that can appear in a sequence. On the Sequence Roles page, you select a sequence, select the roles that can appear in that sequence, and specify the order in which they appear.

To define a Sequence Role:

1. On the Admin tab, select **Sequences > Sequence roles**.
2. Select a sequence from the Sequence drop-down list.
3. Select the **Manage** button.

![Sequence Roles](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/12644e31-1565-4eda-aa9b-af0e07923a4c.png)
4. Add roles to or remove roles from the sequence: **To add roles to a sequence**: Select roles in the Available Items list and select ![Plus_sign.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/09b980e4-f684-450c-b4b3-e0cb9a277e61.png). To move all available roles, select ![Plus_sign.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/09b980e4-f684-450c-b4b3-e0cb9a277e61.png). **To remove roles from a sequence**: Select the roles in the Selected Items list and select ![Plusleft.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/7393f15d-e0f1-4074-8771-d8963ca69352.png). To remove all roles from a sequence, select ![Plusplus.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/190b9ad6-5c98-4541-9972-fafe8ea87e80.png)

> [!NOTE]
> Tip
> 
> To select multiple adjacent items, select the first one then hold down the SHIFT key and select the last item. To select nonadjacent items, hold down the CTRL key and select multiple random items.
5. To change the order in which a role appears in a sequence, select the role you want to move then select ![Up.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/837f53ff-35ac-4318-99f2-cc81d41bae37.png) or ![Down.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/f12b039a-06c5-47ef-8a46-af347c2f21ac.png).
6. Select the **Save** button.

### **Mapping Sequence Codes**

Once you have [created a sequence](/v1/docs/managing-sequences#creating-a-sequence), you assign it to one or more levels in your organization. When BrassRing Custom Approval Workflow was set for your organization, a unique code was assigned to each level in your organization, for example, to each division and department.

This topic describes how to:

**View mappings for sequence codes**

**Map codes to a sequence**

**Viewing Mappings for Sequence Codes**

1. Log in to BrassRing Custom Approval Workflow.
2. On the **Admin** tab, select **Sequences > Sequence code mappings**.

Select the workflows you want to work with. By default, all workflows are selected.

![Workflow.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/36be3932-cbe1-4aa3-929e-ab19e0ecf204.png)
3. [Select](/docs/welcome-to-brassring-custom-approval-workflow.html#UUID-99a468d6-a89d-baef-139c-ac4bceaa0a6a) one or more codes for which you want 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.
4. Select the **View Assignments** button.

![Mapped sequences for selected codes](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/aa35713b-5e27-4214-a982-cbeb01ada86e.png)
5. To delete a mapped sequence, select the checkbox next to it and select the **Delete Selections** button.

**Mapping Codes to a Sequence**

1. Login to BrassRing Custom Approval Workflow.
2. On the **Admin** tab, select **Sequences > Sequence code mappings**.
3. Select the workflows you want to work with. By default, all workflows are selected.

![Workflow.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/36be3932-cbe1-4aa3-929e-ab19e0ecf204.png)
4. [Select](/v1/docs/welcome-to-brassring-custom-approval-workflow#search-in-brassring-custom-approval-workflow) the codes to associate with a sequence.

> [!NOTE]
> Tip
> 
> To associate codes with a default sequence that can be used for all approvals within your organization, select the **Wildcard** checkbox for each organizational level.
5. On the right-hand side of the screen, select the sequence to assign to the codes. You can select only one sequence at a time.

![Select_Sequence.png](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/fb58c9d6-4c2a-45c5-bc98-cdd0141b21c2.png)
6. Select the **Make Assignments** button.