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