How alternative rules in the approval matrix work (Cin7 Core)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Purchase Order. Conditions are set based on the master data received from Cin7 Core: Vendors, Items, Accounts, etc.
This is how you add an alternative rule:
- In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings:
- Select the respective approval workflow:
- In the workflow, navigate to the step and open its approval matrix by clicking on
. Then click on the three-dot icon
next to the Approver for whom you want to add alternative rules:
- Select "Add an alternative rule" and specify the rule.
- To remove a rule, click on the symbol
next to the line you want to remove:
- When finished, save your changes by clicking on
in the upper right-hand corner of the matrix and activate/update the workflow.
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