How can I set up an approval matrix? (Stand-alone)

How can I set up an approval matrix? (Stand-alone)

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 under Workflows And Settings:
    Select an approval workflow, or create a new one:

  • Then, navigate to the step and open its approval matrix by clicking on the approval matrix icon :

  • 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:
  • Beverly will be added as an Approver if she is not a Requester and the country is USA or UK.
  • Dave will approve requests if Beverly is the Requester and the country is Australia.

Routing a request to an Approver will be done based on the values specified for the different fields. When setting up the approval matrix, you can use either the "match" condition/alternative rules or use negative conditions for each Approver.

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