How can I set up an approval matrix? (Standalone)

How can I set up an approval matrix? (Standalone)

This is how you define the conditions for the selection of Approvers in a step:

  • In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section.

  • Choose the approval workflow or create a new one.


  • Inside, navigate to the step and open approval matrix by clicking on the icon “Approval matrix” .

  • If necessary, add Approvers for this step via the button 
  • Specify the conditions that will determine who approves what.
    Field in Approval Matrix Level in the document
    Amount Header
    Requester N/A
    Any custom field Header
    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 Requester is Amelia, Henry or Mike.
  • Theodore will approve requests with Nikolas as a Requester for any country except Algeria.

Routing of the request to an approver will be done based on the values specified for the different fields. During approval matrix setup you can use either "match" condition/alternative rules or use negative conditions for each approver.

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