Rule-based Approvals

Identify Approvers based on configured rules

Define approvers for specific columns or records in the table based on set rules and criteria. Enter the rule name, the filter criteria, and the designated approvers for that rule. You can set as many rules as required and assign corresponding approvers for each.

Note that rules are executed in the order they are added and can be reordered.

The detailed steps are as follows:

1. Select the highlighted option below.

Select users based on rules

1. Click Add Rule to add a rule.

Add Rule

1. Enter a name for the rule, filter criteria, and approvers for the criteria.

Configure rule

1. Click on Add filter to add multiple filters/criteria within a rule and combine them using AND or OR operators as below:

Multiple filter criteria

1. To delete a filter criteria, use the bin icon.

Delete a criteria

1. Click Create.

Click 'Create'

1. You can now find the rule added to the list of rules. You can add more rules by selecting Add Rule.

To add more rules

1. Default Approver: In the final step, add one or more default approvers who will approve the changes that do not meet the above-configured rules/criteria. Click Save, and you are good to go.

Approver for other changes that do not meet these rules