Understanding Multi-Step Logic in a Single Approval

You can configure multiple steps within a single approval workflow to handle different scenarios. Each step has its own set of conditions and approvers. When an event—like an expense submission—is triggered, our engine evaluates the steps in order and applies the first one that matches.

Example: Expense Approval

When: An expense is submitted

Step 1

• Conditions:
  • Employee country = UK
  • Expense category = Personal Meals
  • Amount < $100
• Then: Send to Employee’s Manager for approval

Step 2

• Conditions:
  • Employee country = UK
  • Amount ≥ $100 and < $200
• Then: Send to Employee’s Manager and their Manager’s Manager

Scenario 1: An employee in the UK submits a $75 personal meal expense

→ Matches Step 1 → Sent to the employee’s manager

Scenario 2: An employee in the UK submits a $150 personal meal expense

→ Matches Step 2 → Sent to the employee’s manager and then their manager’s manager

Best Practices

• Create one approval workflow per event (e.g. expenses, salary changes).
• Use multiple steps to account for different approval conditions.
• Avoid overlapping conditions across separate workflows for the same event. If multiple workflows exist, we’ll apply the most recently published matching one.