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Conditional Assignment of Approvers

CLM
All Users

 Product Area: Workflow Manager, Approvals

 Impact of Change: Major Workflow Simplification

 Roles Impacted: Legal Ops Teams, Workflow Administrators

 Description: 

The Problem We Solved

Setting up approvals has been tedious! Need approvals from 20 department heads? You had to create 20 separate approvals. Different finance approvers across 5 countries? 5 more approvals. Our data shows that a lot of our customers had approval setups that could be consolidated, and now they can be!

Enter Conditional Assignment of Approvers

Create a single approval that automatically routes to the right person based on your conditions using our Condition Library.

Real Examples:

Department-Based Conditional Assignment

  • Instead of 20 HOD approvals → 1 approval with a condition assignment based on the department
  • If "Department = Sales" → John Doe
  • If "Department = Legal" → Jane Doe

Geographic-Based Conditional Assignment

  • Instead of 5 country-specific approvals → 1 geo-conditional approval
  • If "Country = Germany" → James Bond
  • If "Country = France" -> Janette Doe

Amount-Based Conditional Assignment

  • If "Deal Value > $100K" → Tim Wexler
  • If "Deal Value ≤ $100K" → Harvey Specter

 

 Rollout: 

  • This feature will be available only on New Approvals System and the workflow must have Condition Library enabled
  • We'll automatically roll it out to everyone along with condition library