When setting up a template line, you choose where the field value comes from:
| Value Source | Use when | Example |
|---|---|---|
| Value | Fixed value for all | Commission = 5% always |
| User | Use data from user card | Name = [Full Name] |
| Organization Role of user | Use data from Organization Role | Company = [Organization Role Company / group] |
| No. Series | Auto-number | Number = auto-generated |
Approval Templates determine which limits apply for a user before approval is required.
Go to: Authorization Framework → Templates → Approval Templates
Click: ‘New’
Fill in (example):
Click: ‘Save & Close’
Now link to an Org.role:
When user gets Organizaiton role → Approval limits automatically applied
Create custom fields to store extra user / Organization role data.
Example :
Go to: Authorization Framework → Templates → Free Fields
Choose a field and fill in:
Click: ‘Save & Close’
The field now appears on:
Last reviewed: October 2026.