Under Approvals click on the button called “Approvals Rules” Then click the “Create New Rule” button. Then, create the workflow. Instructions: First name the workflow and choose which request type you want to trigger the approval process. When a new request is created with the open status then the software will generate an approval task which will be assigned to a specific person(s) who will have to log in to their dashboard and approve or deny the request. After you have the “Approval Rule” created you can test that the rule is working simply by going to the “request” page and creating a new request for the specific request type that you created under the approval rules. For more information go to https://support.easyhoa.com/how-to-set-up-approvals-for-specific-requests/
How can i start an automatic approval process for a newly created request?
1 min. readlast update: 09.08.2025