How to change the First Approver

Created by Lukas Christensen, Modified on Mon, 30 Oct 2023 at 11:38 AM by Lukas Christensen

  1. First, you need to go to settings, which you will find in the top right corner.

  2. Inside settings, you need to select "First Approver" under approval flow.

  3. Here, you can choose between different rules. The active rules are the one(s) at the top, while those below marked as inactive are not being used. If you want to move some rules from inactive to active, simply hover the mouse over the rule you wish to move and drag it up to the active rules with the mouse.

  4. If you have selected 'Standard' as your first rule, then the first approver will be the one you have selected under 'Default groups'.

  5. In this example, I have selected 'Nordflow Group' as the first approver if the department on the document is 'Test Department.' If the 'Test Department' is not selected, then the standard rules will be followed.

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