How can I set up an approval matrix?
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.
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.
- A user will be selected as an Approver when the specified criteria are fulfilled, as illustrated in the example below:
- Olivia will be added as an Approver if the amount (USD) is over or equal to 1,000.
- Peter will approve requests with any amount and Olivia as a Requester.
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