How alternative rules in the approval matrix work (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the master data created in the approval matrix.
This is how you add an alternative rule:
- Navigate to the main menu in the left-upper corner
. Select your Organisation and open "Approval workflows" page under "Workflows and settings" section.
- Choose the approval workflow.
- Inside, navigate to the step and open approval matrix by clicking on
. Click on the three dot button
next to the approver 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 right upper corner of the matrix and save/update the workflow:
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