How to set up an Auto-approval step (Cin7 Core)
- Add a rule description for Auto-approvals and set up the rules:
You can set Auto-approval rules based on fields such as:
Total amount
Supplier
Inventory Account
Product
Location
To delete/rename a rule, click on the icon and then "Remove rule"/ "Rename" accordingly:
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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