How do I automatically assign approvers to a workflow?
Approval Matrix in Cflow helps you to automatically assign approvers to a workflow from a Lookup (Master table). You can assign the approvers by mapping specific fields and populate the field values of approvers in the approver fields. The approver matrix is useful when there are a number of approvers in a workflow and the approvers change based on certain values in the fields. For Example, the approver matrix may be defined by a combination of initiator, department and so on.
For Example, When the employee from an IT department is initiating an asset purchase request based on the department hierarchy the approvers are assigned automatically. Here the approval matrix is defined by the department, approvers of the respective department are assigned based on the value of the department field.
Ensure that the Approver fields in the workflow are named as Approver1 for 1st stage, Approver2 for 2nd stage and so on.
You can configure the Lookup (Master table) table to assign approvers automatically in a workflow as shown below.
When the department is selected, the approvers are assigned automatically from the Lookup (Master table) in a workflow as shown below.
You can configure the lookup conditions in the control center and populate the approver field values as shown below. When you map the department field between the Workflow and Lookup (Master table), automatically the field value of approvers are populated based on the department.