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Automatically approve requests


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This article is relevant to Legacy automation in service projects created before August 30, 2021. If you don’t see Legacy automation in your service project, check out these Automation articles.

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:

  1. From your service project, select Project settings > Automation.

  2. Select Add rule > Create a custom rule > Continue.

  3. 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

  4. Click Save to create your rule.

Auto-approve panel

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