Learn how to succeed in your role as a service desk agent.
Automatically approve requests
You can use automation rules to auto-approve requests that meet certain conditions. For example, you might auto-approve purchase requests that are under a certain amount. Learn how to Set up rules to automate repetitive tasks.
To set up a rule that auto-approves expenses that are less than $5:
From your service desk project, select Project settings () > Automation.
Select Add rule > Create a custom rule > Continue.
Set the following rule:
Name: Auto-approve small expenses
Description: choose the conditions of your rule
When this happens: Issue created
If these match: budget <= "5"
Then do this: Automatically approve
Click Save to create your rule.
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