To enable as many use cases as possible, Precisely’s automated approval workflows can be configured in an almost infinite number of ways. But flexibility can also lead to complexity.
You can always turn to this article if your approvals are not working as intended.
Troubleshooting approval issues
Here are some common issues with approver setups:
1. Faulty use of rules
When you’re using rules for approvers, keep in mind that all rule combinations follow an “AND” logic. If you want to use an “OR” logic, you’ll need to add the approver multiple times using the different rules.
For example, the following approver will only be added if the answer to a question about if a penalty should be included or not is “Yes”, AND the answer to a question about the penalty amount is greater than “100 000”:
If you want to create an “OR” logic, you add the approver multiple times with the different rules. By adding the same approver twice with different rules, the approver will be asked to approve if the user drafting belongs to the Marketing team, OR if the user drafting belongs to the Sales team:
2. The draft does not comply with a rule
Approval workflows will not trigger if the draft does not comply with your rules for an approver. If you, for example, have only set up approvers for different teams but the user drafting does not belong to a team, no approver will be added.
Another example is rule combinations; if the draft does not comply with any of the rules in a rule combination, the approver will not be added.
Please review your rules thoroughly if a rule is not working as expected.
Were you unable to find the answer to your approval workflow issue? Please contact us.