How can I set specific Approval rules for Requests, Budgets and Bills?
You can create approval rules for new requests, budgets and/or bills by using the variable "Type" as shown below:
- Name your New Ruleset.
- Under Ruleset Criteria:
- Select the Type Variable.
- Choose Request, Bill or Budget from the Value dropdown as needed depending on the approval request that you are trying to create.
- Under Approval Thresholds:
- Enter an amount to trigger the approval rule.
- Select your ruleset Approvers.
- Save your ruleset.
We recommend always using the Rules Tester tool after creating new rules or editing existing ones, to ensure that the correct approval flow is triggered based on the criteria established for the ruleset.
