Skip to main content

Managing conditional approvers

Automate your approval flows further by assigning users based on need.

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated this week

πŸ’‘ NOTE: Only Admin and Editor users can edit and delete rules that carry over into a contract from a template.

Adding a conditional approver πŸ‘οΈ


To make an approver conditional (i.e. triggered when the assigned rule is activated):

1. Click on the relevant approver and select Add rules.

2. Under the WHEN heading, select the smartfield (e.g. 'Jurisdiction'), the trigger action (e.g. 'equals'), and the trigger information (e.g. 'UK').

πŸ™… To remove all rules applied to an approver in the Approvers section, click on the approver's name and select Unlink all rules from the dropdown menu.

πŸ’β€β™‚οΈ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email your query to support@juro.com πŸš€

Did this answer your question?