In the main menu, select the Organisation for which you want to specify an Auto-Approval step. Then go to Approval workflows under Workflows and settings.
Open the workflow for which you want to specify an Auto-Approval step and click on the + button, then click on Add Auto-Approval step:
You can create this step either during the workflow setup, or later.
In the pop-up, click on ENABLE to start the Auto-Approval step setup:
Click on HIDE to collapse the Auto-Approval step. You can return to the setup later.
To proceed with the settings, click on AUTO-APPROVAL SETTINGS:
Add a rule description for Auto-Approvals and specify the rules:
You can set Auto-Approval rules based on fields such as:
Requester (Purchase Order workflow, Bill workflow)
Total amount
Supplier/Contact
Tracking Categories
Account
Tax
Item
Click on DONE to save your workflow settings.
Please note: The rules in an Auto-Approval step will be checked first. If the rules in the Auto-Approval step are not met, the request will pass through the other approval steps. If one of the rules in the Auto-Approval step is met, the request will be auto-approved.
Feel free to watch our video on this topic.