Knowledge Base ApprovalMax ApprovalMax Administration Setting up approval workflows

            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 step, click 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.


            Feel free to watch our video on this topic.




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