Example 1
This table shows an example of an approval matrix:
| Parameters to check | Distribution | |
|---|---|---|
| Type | Amount | |
| Clerks | ||
| = 'Project' | > 100 | ProjectManager |
| <> 'Project' | > 100 | TeamManager |
| > 1000 | Director | |
The first Task is distributed to the people having the Clerks role. This Task is always created, independent of the Type and Amount. If the clerk who picks up the Task clicks , the Approval Chain is completed. If the clerk clicks , the conditions for the subsequent rows are checked.
For example:
- If Type = 'Project' and amount is 250, the approval sequence is: Clerks - ProjectManager.
- If Type = 'Training' and amount is 10,000, the approval sequence is: Clerks - TeamManager - Director.