How can I set up an approval workflow for travel requests, and how do I create a travel request?
ApprovalMax also supports other types of workflows, e.g., for the approval of contracts or travel requests.
This is how you can set up a workflow for travel requests:
- Click on the "CREATE" button to create a new workflow:
- Add Requesters and Approvers, specify rules and conditions, and then activate the workflow.
- In the approval matrix, you can create additional fields (such as Per
Diems, Country, City, Days) and set up rules for the Approvers based on the
conditions preset in these fields:
- To create a travel request, click on the "CREATE NEW" button and select "Travel request approval".
- Fill in the details and submit the request for approval.
- After submitting the request, optionally, you can leave a comment for the Approver.
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