How to set up an auto-approval step (Stand-alone)

1. In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" under "Workflows and settings":
   
   
2. Open the workflow for which you want to specify an auto-approval step and click on the “+” button to add one:
   
   Then click on "Add Auto-approval step":
   
   
   
   You can create this step either during the workflow setup, or later.
   
   
   
3. In the pop-up, click on ENABLE to start the auto-approval step setup:
   
   Click on HIDE to collapse the auto-approval step. You can return to the setup later.
4. To proceed with settings, click on the "Auto-approval settings":
   
   
   

1. Add a rule description for auto-approvals and set up the rules:
   
   
   
   
   You can set auto-approval rules based on fields such as:
   
   
1. Requester  
   
2. Amount 
   
3. Any custom field added

        

1. To delete a rule, click on the  icon and remove rule.
   
   
2. When ready, click on DONE to save your workflow settings.

Please note: the rules in an auto-approval step will be checked first. If the rules in the auto-approval step are not met, the request will pass through the other approval steps.

​If one of the rules in the auto-approval step is met, the request will be auto-approved.

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