Set up an approval workflow

Route documents and requests to the right reviewers automatically, with conditional approval steps and escalation.

Audience

Business administrators

Format

Task-based topic

Authored in

Markdown / AEM

Approval workflows in Meridian let you define who reviews an item, in what order, and what happens at each decision point. This topic shows you how to create a two-stage workflow with conditional routing.

Before you begin

• You need the Workflow Administrator role. To check your role, go to Settings → My access.
• At least one approval group must already exist. To create one, see Manage approval groups.

Create the workflow

1. In the left navigation, select Workflows, then click New workflow.
2. Enter a Name that describes the workflow's purpose, for example Purchase requests over ₹50,000.
3. Under Trigger, choose the item type that starts the workflow, then set the condition that must be met.
   • Example: Amount > 50000 routes only high-value requests through approval.
4. Add the first approval stage:
   • Click Add stage and select an approval group.
   • Set Approvals required to 1 (any member) or All.
5. Add a second stage for final sign-off, then set an escalation timer (for example, 48 hours) so overdue items are reassigned to a manager.
6. Click Activate. The workflow now runs automatically for every matching item.

Verify it works

Create a test item that matches your trigger condition. It should appear in the first approver's Pending queue within a few seconds. Open the item's Activity tab to see the routing path and the current stage.