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Approval rules

Define who can approve each type of request and when one approval can complete the workflow automatically.

Approval rules determine who can approve requests of a particular type. You need permission to manage settings; adding or removing conditions also requires administrator access.

New rules are saved as drafts. They do not affect requests until you complete Basics, Applies to, and Approvers, review the setup, and select Activate rule.

Choose the task that matches your role to see only the instructions and permissions you need.