How to set up an Approval policy

A walkthrough for how to create a basic Advanced approval workflow to execute an Approval policy

 

2. Click on Create policy

Click on Create policy

3. Type in a name for your Policy (Optional)

Type "Default"

4. Select which event you want to trigger this Policy

Click on document
 

5. Apply any specific conditions you want to apply to this workflow (OPTIONAL)

 
Click on portal
Type "$ 1,0000.00 USD"

6. Click on "Add a step" to require approval for this set of conditions

Click on document

7. Apply the approval stages to the policy. 

Note: Here you have a couple options.
- You can add as many users as you want as approvers to the stage
- You can decide if you need all the approvers on the stage to approve, or just some of them. You can also have no approval required at all if you want.

What is an approval stage?
- If you create multiple stages to your approval workflow, the approvers in the first stage will be notified via email as soon as an item moves into "Needs approval" status. The approvers in the later stages will only be notified once the previous stages have been completed. The approvers in the later stages can approve at any time, but the item will only move forward once the requirements of a stage are complete.

 
Click on portal

8. Click on Save and you're done!

Click on Save
You should now see your new approval policy, which will apply to any items that move into (or already were in) "Needs approval" status.
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