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

# Approval on dimensions

Set up a dimension with user presets and an approval structure using the Admin API.

Configure an approval structure on an existing dimension so that expense reports are automatically routed to the correct approver based on dimension values, like cost centers or projects.

## API endpoints used in this guide

| Operation | Method | Endpoint |
| :- | :- | :- |
| List users | `GET` | `/organizations/externalid/{externalId}/users/` |
| Create or update approvers | `PUT` | `/organizations/externalid/{externalId}/customdimensions/{id}/list/approvers/` |

> [!NOTE]
>
> This guide uses `externalSourceId` to address organizations, users, and dimensions. Make sure your external system IDs
> are set on all resources before proceeding.

> [!WARNING]
>
> Always use the `externalId` endpoints (`/organizations/externalid/{externalId}/`). The `internalId` variants are
> legacy and will be phased out.

## Prerequisites

* An organization with `externalSourceId` configured
* A dimension with list values — see [Dimensions](https://developer.findity.com/docs/dimensions-new)
* Users with dimension presets assigned

## Required headers

Include these headers in every request:

| Header | Value |
| :- | :- |
| `Content-Type` | `application/json` |
| `X-Findity-ApiVersion` | `3` |
| `Authorization` | `Bearer {access_token}` |

## Step 1: Activate approval

> [!WARNING]
>
> At this time, you need to activate approval in the Admin UI before configuring approvers via the API.

1. Open the **Admin UI** for your organization.
2. Navigate to the approval settings.
3. Enable approval on the dimension you want to use for routing (e.g., "Costcenter").

## Step 2: Assign an approver to a dimension value

Identify the approver's `externalSourceId`. If needed, list all users in the organization with the [List users](https://developer.findity.com/reference/7a90bb94-4125-428c-ac35-0d330733bfbb.md) endpoint and find the `externalSourceId` on the person object.

Assign the approver to a dimension value using the [Create or update approvers](https://developer.findity.com/reference/e27b1441-7a53-4e4a-9d1f-60028944d800.md) endpoint. The example below sets a manager as an approver on cost center `100`.

| Property | Purpose |
| :- | :- |
| `approverExternalId` | The `externalSourceId` of the person to assign as approver. |
| `dimensionValueId` | The dimension value to attach the approver to (e.g., `100`). |
| `sortOrder` | Determines approval order. `0` makes this person the first approver. |
| `amountLimit` | Optional. Maximum amount this approver can approve before escalation. |

> [!TIP]
>
> Expense reports from users with cost center `100` preset are now automatically routed to the assigned approver.

## Next steps

* Configure multi-step approval chains by adding more approvers with incremental `sortOrder` values
* Set `amountLimit` thresholds to create escalation-based approval workflows
* Learn more about dimension configuration in the [Dimensions](https://developer.findity.com/docs/dimensions-new) guide