Set up an approval workflow

An approval workflow defines what gets gated, when, and who signs off. This guide walks through creating one — for example, requiring sign-off on any purchase order over a spend threshold.

Build the rule

1. Go to Settings → Approvals and click New approval.
2. Choose the action to gate — for example, Issue purchase order.
3. Add a condition that decides when approval is required, such as total greater than $5,000. Leave conditions empty to gate every instance of the action.
4. Assign one or more approvers.
5. If you named several approvers, choose whether any one or all must approve.
6. Save and activate the workflow.

Test it

Trigger the action with values that meet your condition. It should land in Pending rather than completing. Approvers receive a notification and can approve or reject from the request.

Add a reason field requirement on rejection so requesters know what to fix before resubmitting.

Keep it unblocked

Always assign an approver who isn’t the usual requester. If the only approver is also the person raising requests, those requests can stall — most setups bar self-approval.

Next steps

Review how multiple approvers and conditions behave in approvals and approvers.