Using the "Simple approval matrix" option

To define the approval matrix in the workflow modeler:

  1. Select the parameters to check. Parameters of type User and DistributionGroup are not supported.
  2. Add rows to the matrix and define the conditions for each row.
  3. Select the distribution for each row.
  4. Change the sequence of the rows if required.
The first three steps are the same as for conditional distribution.

See Adding distribution elements in the advanced configuration mode.

In case of conditional distribution, a single task, notification, or alert is distributed based on all matching rows in the table. In the task chain, a task is distributed based on the first matching row in the table. If the user who handles the task approves, a new task is distributed to the next matching row in the table.

Therefore, the sequence of the rows in the approval matrix is important. You can change the sequence using the arrow buttons at the right side of the table.

Note: If the parameter values in a workflow do not match any row of the approval matrix, no approval task is created and the workflow will continue. The parameter selected on the Approval Actions tab will then have the same value as it had before the task chain activity.