How to set up an auto-approval step

How to set up an auto-approval step

  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.


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