Approvals

A configurable, multi-step approval workflow that can attach to any document type - purchase orders, journal entries, discounts, and more - rather than a fixed single-approver rule.

My Approvals

My Approvals (/app/my-approvals) is a personal inbox of pending approval requests assigned to the current user, gated by the approvals.decide permission. Each request is decided via /api/approval-requests/{id}/decide (permission approval_request.decide); the underlying list comes from /api/approval-requests/my-approvals.

How a workflow is configured

Under Settings, three linked pieces define how approvals actually route:

• Approval Templates - which document type this template applies to, and under what conditions (e.g. above a certain amount)
• Approval Stages - the ordered steps a document must pass through, each with its own approver
• Approval Field Exclusions - fields that a document can still be edited on even while pending approval, without invalidating the approval already given

Grade/position-based routing

Approval stages can route by Employee Grade or Position (configured under Settings) rather than naming a specific person - so an approval automatically goes to “whoever holds this grade” instead of needing to be re-pointed every time staff change.

Where this shows up elsewhere

Many module pages in this catalog mention a document “requiring authorization” or having a post/cancel step – that’s this engine. See each module’s own page for which of its documents can be routed through an approval template.