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Adding a Coordination Route

You can add approvers and approvers for any category.

 To do this, go to Settings - Categories and click on the element image.png

For parallel approval, approvers are added to the list of approvers with a plus sign on the right.

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For sequential approval, approvers are added to the sequential list with a plus sign under the word “Approvers”.

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It is possible to implement a combined matching route, including parallel and sequential matching.

When adding an idea, if an employee selects the "My New Category" category, he will be prompted to automatically add the employees selected here.

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To prohibit changes to the approval route, you should enable the toggle "Prohibit changes for regular users".

If the toggle "Prohibit changes for regular users" is disabled, then users will be able to add approvers and the approver themselves.

Approval routes can be entered for both categories and subcategories. The last selected ones replace the previous ones. That is, if you selected a category and filled in approvers, and then selected a subcategory and also selected approvers, then the previous ones will be replaced by the new ones.