Set up request approvals (Admin)

As an Admin for your company, you will need to do the following to start using the request approvals process:

Intake users

Users will need to have access to create intake requests.

Create rules

For your company, you will create automation rules that define when requests should be routed to approvers. Only Admin users can set up and maintain rules.

See: Automation rules.

For each rule for intake, you'll set the following:

Select a Trigger

Select Requests and Before submitting to create a rule for intake requests. This means the rules will run when you submit a request.

Set an If Statement

• Set one or more conditions and/or condition groups that will trigger the rule. You can set a condition for the following request data:

• Location country

• Budget (must add a line for Budget minimum, Budget maximum, and Currency to set the budget)

• Single role

For example, you may run a rule for approval when the request Location country is France.

• Additionally, you can work with Fairmarkit to set up rules for your custom fields. For example, if you have a project that involved customer data, you could trigger a rule that requires approval from a cybersecurity team.

Select approvers

Select one or more approvers and the number of days they have to approve the request.