02
Approval Types
An approval type defines the template for a category of request — what information is collected and who approves it.
1
Create an approval type
Approvals
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Configuration
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Approval Types
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NEW
Click New to define a new approval type.
Approval type fields
Name
*
Category name shown to employees — e.g. "Travel Request", "Capital Expenditure", "New Vendor Onboarding".
Approvers
*
One or more approvers. Set the approval type: Required (must approve), Optional (can skip), or Refused (can refuse only).
Approval
*
Sequential: approvers approve in order. Parallel: all must approve simultaneously.
Request to Validate
Minimum number of approvals required for the request to be approved.
Automated Approval
Auto-approve requests that meet specific conditions without manual review.
2
Custom fields
Add custom fields to collect information specific to this request type. Field types: Text, Date, Number, Monetary Amount, Checkbox, File Upload, Contact, Product. For a Travel Request you might add: Destination, Travel Dates, Estimated Cost, Purpose. These fields appear on the request form and in reports.