Approvers en AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-07-24

This guide explains the Approvers option in AUTOMY Configuration from end to end: its purpose, the information it displays, how to use its controls, and what to validate before applying changes. 🧭 How to access Menu path Configuration → Processes → Approvers Application route /configuration/approvers ℹ️ Option and action visibility depends on the role, company, environment, plan, and tenant version. 🎯 Purpose and scope Define reusable global approval assignments by users, groups, areas, positions, and entity values.

Depending on permissions and version, it may expose mappings by entity and area/position/group/user, or by global group and area/position/user.

Test each rule with a controlled case. 🖥️ Main screen Observed actions # Control Recommended use 1 Search Use it only for the stated purpose and confirm the result before continuing. 2 Filter within each type Use it only for the stated purpose and confirm the result before continuing. 3 Add when supported Use it only for the stated purpose and confirm the result before continuing. 4 Export when available Use it only for the stated purpose and confirm the result before continuing.

List information # Field or column How to interpret it 1 Dynamic entity Value displayed for the record; use sorting or filters when available. 2 Field Value displayed for the record; use sorting or filters when available. 3 Entity value Value displayed for the record; use sorting or filters when available. 4 Area or position Value displayed for the record; use sorting or filters when available. 5 User or group Value displayed for the record; use sorting or filters when available. 6 Approval level Value displayed for the record; use sorting or filters when available. 🔎 Available filters Depend on the selected assignment type Combine only the filters you need, select Apply , and use Clear filters before starting a different search. ✍️ How to work with this option Fields marked with (*) are required.

Fields observed when adding # Field or column Recommended use 1 Reference entity, field, and value Enter a value valid for the company and review relationships before saving. 2 User, group, area, or position Enter a value valid for the company and review relationships before saving. 3 Approval level Enter a value valid for the company and review relationships before saving.

Depending on permissions and version, it may expose mappings by entity and area/position/group/user, or by global group and area/position/user.

Test each rule with a controlled case. ✅ Recommended procedure Confirm the active company and environment.

Define the purpose of the query or change and its owner.

Apply filters to check whether the record already exists or to narrow the period.

Review relationships, permissions, and dependencies before creating, editing, enabling, or disabling.

Save only after verifying required fields and scope.

Return to the list, filter again, and confirm the result.