In the main menu, select the Organisation for which you want to add an Auto-Approval step. Then go to Approval workflows under Workflows and settings:
Open the workflow for which you want to set up an Auto-Approval step and click on the + button:
Then click on Add Auto-Approval step 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
Amount
Any added custom field
To delete a rule, click on the
icon and select "Remove rule":
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.