How to Set Up Auto-Approve in an Approval Block?
A particular approval block can be set for auto-approve.
When this level is reached, the system will automatically mark the transaction as approved and move it to the next step without needing additional manual approval.
Auto-approve streamlines the process when certain criteria are met, bypassing the usual approval steps.
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How to Rename or Delete an Approval Block?
Renaming an Approval Block: Click on the approval block header to rename the block. The name you give to the approval block can help clarify its purpose for both the submitter and approvers. For example, names like "Procurement Review" or "Legal ...
How to Add Approval Levels in Workflow?
In the workflow editor, click Add Approval Level. Specify the approvers for the level. Approval levels define the hierarchy of the approval process, ensuring that each stage is handled by the appropriate person or group. Approvers within the same ...
What are Approval Settings and How Do They Work?
Approval settings determine how approvals are handled within an approval block: Everyone needs to approve: All users in the block must approve before moving to the next step. Anyone needs to approve: Any user in the block can approve the request, ...
What are Approval Workflows?
Approval workflows in Kodo represent business processes such as Purchase Orders, Invoices, and Advances that require multiple approvals before they can be executed. These workflows ensure that the necessary checks and validations are made at each ...
How to Create a Condition Set?
In the workflow editor, click Add Condition Set. Define the conditions by choosing attributes, operators, and values (e.g., if "Amount" is greater than $5,000). The condition set will govern the approval path based on the defined rules.