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What is a conditional approval process?

Applicant or number, amount, radio button, checkbox, duration, and formula controls other than details can be used as conditions.
When more than one condition are set, all these conditions should be met to use the corresponding approval process. Moreover, only one condition can be set for one control in the same conditional approval process.

  • Applicant:
    When the applicant belongs to the designated department or is the designated member, the condition is met.
  • Number:
    When the value in the number control filled by the applicant is greater than/greater than or equal to/equal to/less than/less than or equal to/between the specified value(s), the condition is met. (Between: Greater than or equal to a value and less than or equal to another value)
  • Amount:
    When the value in the amount control filled by the applicant is greater than/greater than or equal to/equal to/less than/less than or equal to/between the specified value(s), the condition is met. (Between: Greater than or equal to a value and less than or equal to another value)
  • Radio button:
    When the option in the radio button control selected by the applicant belongs to one of the settings, the condition is met.
  • Checkbox:
    When the options in the checkbox control selected by the applicant cover all the settings, the condition is met.
  • Duration:
    When the value in the duration control filled by the applicant is greater than/greater than or equal to/equal to/less than/less than or equal to/between the specified value(s), the condition is met. (Between: Greater than or equal to a value and less than or equal to another value)
  • Formula:
    When the calculated value in the formula control is greater than/greater than or equal to/equal to/less than/less than or equal to/between the specified value(s), the condition is met. (Between: Greater than or equal to a value and less than or equal to another value)
    3) Approval process
    When all the above conditions are met, the corresponding approval process will be used.

3. How do multiple conditional approval processes work?


In case of an approval template with multiple conditional approval processes, the processes will be arranged according to the priority (ascending) of the conditional approval process. You can click the conditional process and select the priority in the upper right corner to adjust the priority.
For example:
The first conditional approval process is “Use the approval process A when the number is greater than or equal to 8”; and the second is “Use the approval process B when the number is less than or equal to 8”.
When the value filled by the applicant is 8, which meets both these two conditions, the approval process A will be applied according to the priority.

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