Approval decision policy (Cin7 Core)

Approval decision policy (Cin7 Core)

If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too.

This is how it can be set up:

  1. In the main menu select your Organisation. Then, open Approval Workflows under Workflows And Settings:


  2. Select the respective workflow, click on the gear icon and scroll down, then select the preferred option:

  3. The setting "All steps at once" applies the first approval decision automatically to all steps – if the Approver has been selected for several steps and is the first to approve.
  4. When done, update the approval workflow to save your changes. 

    • Related Articles

    • Approval decision policy (QuickBooks Online)

      If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
    • Approval decision policy (NetSuite)

      If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
    • Approval decision policy (Xero)

      If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
    • How does the approval of Cin7 Core Purchase Orders work?

      ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in Cin7 Core works: Purchase Orders are created in Cin7 Core. ApprovalMax pulls over these Purchase Orders ...
    • How can I set up an approval deadline? (Cin7 Core)

      During the workflow setup, you can specify a point in time by which a particular approval step should be completed. To do so, click on the clock icon in the approval step. By default, the approval deadline is not set. ApprovalMax supports setting an ...