Conditional Logic for Approval Routing
Conditional Logic revolutionizes how approvals flow through your organization. Set smart rules that automatically route requests based on amounts, request types, urgency, and any other criteria. Large purchases go to executives while routine requests stay with managers. IT requests reach tech teams while HR items go to people operations. Every request follows the optimal path without manual intervention.
Conditional Logic: Smart Approval Routing That Knows Who Should Approve What
Introduction
Tired of your CFO approving every small purchase request? Are urgent approvals stuck waiting for busy executives? Traditional approval systems often follow a rigid chain, wasting valuable time.
With ApproveThis, leverage Conditional Logic for approval routing. This feature intelligently directs each request to the appropriate person. Big purchases go to executives, smaller ones to managers, IT requests to tech leads, and HR requests to people teams.
Transform your approval process into an intelligent system that automatically understands who needs to approve what based on request details. Say goodbye to manual routing and uncertainty.
What is Conditional Approval Logic?
Conditional Approval Logic efficiently routes requests based on form data, determining the right approvers automatically. Think of it as smart traffic control for approvals—small requests take the fast lane to managers, while large ones go through multiple checkpoints for thorough review.
Set up simple "if-then" rules: If the amount exceeds $10,000, add CFO approval; if it's an IT request, send it to the tech team. The system takes care of the rest, unlike basic systems that make everyone wait through the same process. ApproveThis adapts to each request's needs, ensuring swift processing and appropriate oversight.
Key Benefits and Use Cases
Faster Approval Times
Requests instantly reach the appropriate approver, eliminating email forwarding and task reassignment. The system instinctively knows where each request belongs, speeding up approvals and reducing delays.
Better Compliance and Control
Different requests require different oversight. Conditional logic enforces policies automatically, ensuring no risky requests skip important reviews. Each request gets the right scrutiny without slowing down routine approvals.
Reduced Workload for Executives
Senior leaders focus solely on strategic decisions, as the system filters out routine approvals. Executives can concentrate on major contracts and strategic initiatives, leaving daily needs to department heads. This streamlines decision-making across levels.
How It Works
Creating conditional approval routing is straightforward and requires no coding. Start by identifying approval thresholds and specific handling requirements. Then, build approval steps in ApproveThis, adding necessary approvers. Next, set conditions for each step using the Conditions tab, and test your workflow with various scenarios. The visual editor clearly illustrates request flow, allowing for quick adjustments.
Audience
Conditional Logic is ideal for organizations seeking to streamline their approval processes. From retail to healthcare, this feature adapts to diverse industries, ensuring efficient request handling and compliance. ApproveThis makes approval routing smarter and faster, enhancing productivity across all levels.
Get Started with Conditional Logic
Simplify your approval process with Conditional Logic, included in ApproveThis Business and Enterprise plans. Map your current process, identify bottlenecks, and implement conditions to resolve them. Experience faster request handling and ensure the right people review the right tasks. Try Conditional Logic today and let your approval process run efficiently.
