Tutorial: Set Up a Basic Approval Rule (Sentence)
Goal: Automate the approval process by creating a simple rule (Sentence) that routes documents to a specific user group if they exceed a certain value.
Persona: Chloe Davis (IT Systems Administrator)
Manually assigning every document for approval is time-consuming and prone to inconsistency. Zudello's automation engine, powered by Sentences, allows you to define rules that automatically route documents based on specific criteria. A common requirement is to send documents exceeding a certain financial threshold to a designated group for review.
This tutorial guides you through creating the necessary components for a basic approval rule: first, setting up a User Group for your approvers; second, building the Sentence itself with the trigger, condition (checking the document total), and action (assigning approval to the group); and finally, testing the rule to ensure it works as expected.
Prerequisites:
- Admin access to Zudello Settings.
- Understanding of User Groups.
Steps:
Let's start by creating the User Group for your approvers.