Can I enter my own values in the fields of a stand-alone request?
Unfortunately, you can only use the predefined values that have been specified
in the approval matrix by an Administrator of the Organisation.
How can I create new fields in a request form?
In stand-alone requests, you can create any drop-down field you need. To do that, open the approval matrix of the respective stand-alone workflow: Click on “Add field” and type in a name for the new field: In the approval matrix, you can create ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
Why are the links that were added to a stand-alone request not clickable?
Links that were added to a stand-alone request are not clickable because this would pose a security risk. To minimise the risk of clicking on a phishing link, ApprovalMax does not support hyperlinks in stand-alone workflows.
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner, in Organisation selection section click on "+ Add an Organisation": In the pop-up window, select "Connect later" and "Next": Then, ...
How can I specify instructions for Requesters? (Stand-alone)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up: In the main menu (in the left upper corner) select your Organisation ...