Workflows & Approvals
Set up and manage approval workflows and process automation in ApprovalMax.
75 articles
Attaching files in ApprovalMax
Applying workflow changes to pending requests
Workflow Version History
Does ApprovalMax have a review/editing feature for workflows?
Can I revoke my decision if it is not the final approval?
Configuring parallel and sequential approval
For how long are attachments kept in the system
Which workflows does ApprovalMax support?
Does ApprovalMax support batch approval?
Who has access to approval requests?
How can I find a particular request?
How can I make certain request fields mandatory?
How can I overwrite a decision (force an approval or rejection)?
How can I view a request and its attachments side by side?
How to add alternative rules in the approval matrix
Video: How to set up an approval matrix
Video: How to set up an approval workflow
What happens if I miss an approval deadline?
Why can't I approve from the email notification?
Is it possible to see the original invoice/receipt during the approval process?
Video: How to approve from the email notification
How to set a "Does not match" condition in the approval matrix
How to set up the Auto-Approval step
What happens when a Default Approver approves a request
Video: How to configure Auto-Approvals
How to set up an approval step
How to deactivate an approval workflow
Is it possible to rename approval workflows?
Managers aren’t getting email alerts for pending Bills approval
Is it possible to track the changes made to a workflow?
Is it possible to copy historical data from one Organisation to another?
How to approve/reject/comment a request from Slack
Where does ApprovalMax get the exchange rate from
What is the Review step in ApprovalMax?
How to set up a default email for sending request documents after final approval
How to use Fraud Detection features in ApprovalMax
How to download approval workflows in ApprovalMax
How to copy workflow settings to another Organisation
Is it possible to put requests On Hold?
What is the Nudge functionality in ApprovalMax?
What is the difference between the Review step and the Editing on Approval feature?
How to set up approval conditions
How to set up an approval matrix
How to set up the Auto-Approval step
How to download an attachment archive for all requests
Video: How to raise a Purchase Order
Overview of the different request statuses after approval/payment
How approval deadlines are calculated
Can the next approval step be skipped if the same Approvers are assigned?
Are the attachments of rejected requests published to the accounting system?
Do attachments and comments added in the comment section sync to my accounting system?
Is it possible to apply a budget to a stand-alone workflow?
How can I set up ApprovalMax as a stand-alone solution?
Contract approvals (Stand-alone)
How can I set up an approval workflow for travel requests, and how do I create a travel request? (Stand-alone)
How can I create new fields in a request form? (Stand-alone)
How can I test a stand-alone solution?
Approval conditions (Stand-alone)
Getting started with stand-alone workflows
Approval decision policy (Stand-alone)
How can I specify instructions for Requesters? (Stand-alone)
Parallel and sequential approvals (Stand-alone)
How alternative rules in the approval matrix work (Stand-alone)
Can I enter my own field values in a stand-alone request?
What is auto-approval step? (Stand-alone)
How to set up an Auto-Approval step (Stand-alone)
For which Organisations are stand-alone workflows available?
How can I copy rules from one user to another? (Stand-alone)
How can I add users in ApprovalMax? (Stand-alone)
How can I copy workflow settings to another Organisation? (Stand-alone)
What happens if I delete the workflow? (Stand-alone)
Why are the links in a stand-alone request not clickable?
Video: How to work with ApprovalMax Stand-alone Workflows?
Does ApprovalMax support cryptocurrencies?
How can I set up an approval matrix? (Stand-alone)