First Approver User

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 12:02 PM 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 User.
In the 'User' field, you need to select a User and a first approver 'Group' field. If a document comes into Nordflow and the User you select is the first approver, then the rule will trigger and the 'Group' you have selected will be chosen as the first approver instead.
In this example, I have selected 'Micheal Test' as the User and 'Peters Group' as the first approver group. If a document comes into Nordflow, and 'Micheal' is the first approver, then 'Peters Group' will be selected as the first approver. If 'Micheal Test' is not the first approver, then the standard rules will be applied.

Once you have selected a User 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.