First Approver for Project

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 11:57 AM by Lukas Christensen

First, you need to go to settings, which you will find in the top right corner.
Inside settings, you need to select "First Approver" under approval flow.
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.
Click on Project.
In the 'Project' field, you need to select a project. If this Project is selected on a document within the approval flow, then the rule will trigger and the 'Group' you have selected will be chosen as the first approver.
In this example, I have selected 'Friday Afternoon' as the project and 'Nordflow group' as the first approver group if 'Friday Afternoon' is selected as the project on the document. If 'Friday Afternoon' is not selected as the project on the document inside the approval flow, then the standard rules will be applied.

Once you have selected a project and a group. Then click on the add button and the rule will be created.
Remember 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.