Approval Criteria
Smart Approval uses smart criteria to determine approvers and approval logic for each request.
Types of Criteria
- Direct Approver: Assigns approval to the user's configured approver.
- Specific Approver: Assigns approval to a specific user.
- Workflow User Group: Assigns approval to all members of a user group.
Managing Criteria
- Use the Smart Approval Criteria and Applied Smart Criteria pages to view and edit criteria.
- Criteria can be customized for each document type and workflow.
Automated Validation
- The app checks for required approvers and notifies users of missing setup.
- System approval entries are created if no criteria are found.
Related information: