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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:

  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
Last modified on Nov 9, 2020
Cached at 4:10 AM on Oct 21, 2021 |

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