⚠️ Admin access is required to configure approval steps.
Approval flows in Camphouse
Approval flows let you control how entries move through review stages in Planning, Targets, Production (limited release), and Results (limited release). You define who approves entries, under what conditions, and what happens when those conditions are met.
When setting up rules, you can choose between two modes. Simple mode covers most use cases. You pick a field, set a condition, and assign approvers. Advanced mode is for more complex logic, such as comparing values across entry types or referencing approval statuses from linked entries.
This article covers how to configure your approval flow and build rules in Simple mode. For a full guide to Advanced mode, see Building Advanced approval rules.
Configuring your approval steps
⚠️ By default, the approval process is set to Working → Approved. Contact your Customer Success Manager to add more complex statuses.
Go to Settings and select Approval flow.
Select the entity type: Planning, Targets, Production, or Results, using the tabs at the top.
Customize workflow steps: modify the names of the approval steps to match your organizational processes.
Enable resolution comments: toggle Require resolution comments to require users to leave a comment when approving or rejecting an entry.
Rule-based conditional approvals
Rules let you define exactly what happens when an entry reaches a transition: who it gets sent to, whether it should be approved automatically, or whether it should be blocked entirely.
⚠️ Avoid conflicting rules
If an entry matches more than one approval rule, the rules cancel each other out and no approvers will be shown. Configure rules carefully to ensure they do not overlap.
Open the transition you want to configure by clicking Transition settings.
Add a rule by clicking + Add next to the Rules heading.
Build your condition in the IF section: select a field, choose an operator, and set a value.
Add more conditions if needed by clicking the + button. Join them with AND or OR logic.
Select approvers in the THEN section: choose the team or individual users to handle this rule.
Save and return to workflow.
Condition operators
💡 Non-numerical fields
= Equals: Use when the condition must precisely match your criteria.
≠ Not Equals: Use when the condition must not match your criteria.
∈ In: Use to include multiple values in one condition, reducing the need for separate rules.
Numerical fields
= Equals: Use when the condition must precisely match your criteria.
≠ Not Equals: Use when the condition must not match your criteria.
> Greater Than: Use when the value needs to be greater than a specified number.
≥ Greater Than or Equal To: Use when the value needs to be greater than or equal to a specified number.
< Less Than: Use when the value needs to be less than a specified number.
≤ Less Than or Equal To: Use when the value needs to be less than or equal to a specified number.
Approve directly
In situations where manual review isn't needed, such as entries below a certain spend threshold or specific media types, you can use Approve directly. Entries that match the rule will move to the approved status automatically upon submission.
Create or open a rule using the steps above.
Select Approve directly in the THEN section.
Save and return to workflow.
Block
The Block action prevents a transition entirely. The user sees a message you configure explaining why the action is not permitted. This is useful for enforcing sequential workflows, for example, preventing a production entry from being submitted before the related planning entry is fully approved.
Create or open a rule using the steps above.
Select Block in the THEN section.
Enter a message that will be shown to the user. Keep it clear and actionable.
Save and return to workflow.
Simple and Advanced rule modes
When configuring an approval transition, you can choose between two rule modes: Simple and Advanced. Both follow the same structure, set a condition (IF), then choose what happens (THEN), but differ in how much flexibility you have when building the condition.
Simple mode is best for straightforward rules. You pick a field such as Media type, Planned Spend, or Organisation, then choose an operator and set a value. It covers most common use cases and is the quickest to set up.
Advanced mode is for more complex logic. In addition to fields, you can use functions, for example, to compare spend against a campaign total, or read the approval status of a linked planning entry from within a production rule. This makes it possible to build conditions that span across Planning, Production, and Results. Advanced mode is not available for Targets.
⚠️ Switching from Advanced back to Simple mode will reset any advanced conditions that have been configured. This action cannot be undone.
For a full guide to building rules in Advanced mode, see Building Advanced approval rules.
Editing and deleting rules
Open the transition by clicking Transition settings.
Edit conditions: click the rule you want to adjust and modify the conditions on the right side of the page.
Rename a rule: click the pen icon in the top right corner of the rule.
Delete a rule: click the remove icon in the top right corner of the rule.
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