How alternative rules in the approval matrix work (Stand-alone)
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:
In the main menu select your Organisation and open "Approval workflows" page under "Workflows and settings" section and 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.
In the approval matrix, you can define the rules that determine which Approvers will be selected for each particular approval request. Such conditions are set based on the master data received from Xero: Suppliers, Tracking Categories, Accounts, etc. ...
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill. Conditions are set based on the master data received from NetSuite: Vendors, Items, Accounts, etc. This is how you add an ...
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings. Select an approval workflow, or create a new one: Navigate to the ...
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select the workflow: Navigate to the step and open its approval ...
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 Requester/values for created custom fields. Although positive rules are set by default, ...