Should I set up my workflow at the line or header level?

When setting up a workflow, you can choose to apply it at the header or line (detail) level. For example, with an Expense claim, consider whether approvals need to be based on departments or cost centres at the line level or if approval should be based on the overall expense value at the header level.

When selecting the workflow attribute, you may see two options in most areas. As shown in the workflow for Expenses, in the image below, choosing "Expense" applies the workflow to the entire claim, while "Expense detail" applies it to each line, allowing approvals based on cost centre, department, or other criteria.

Note: You could set up a workflow for the overall expense and another one for the Expense Detail if you'd like to have 2 separate workflows.