How can I set up an approval matrix?

How can I set up an approval matrix?

This is how you define the conditions for the selection of Approvers in a step:
  • In the step, click on the icon “Approval matrix” 
  • If necessary, add Approvers for this step via the button 
  • Specify the conditions that will determine who approves what.
  • A user will be selected as an Approver when the specified criteria are fulfilled, as illustrated in the example below:
  • Lucy will be added as an Approver if the amount (GBP) is over or equal to 300.
  • Joanna will approve requests with any amount and Holly as a Requester.


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