Create a first-approval rule

First-approval rules decide which approval group receives a document as its first step. Each rule matches a trigger on the document and sends it to the group you specify.

What is a first-approval rule?

When a document enters the approval flow, Nordflow checks the first-approval rules in order. If the document matches a rule’s trigger — for example, it came from a specific supplier — it is routed to the group assigned to that rule. If no rule matches, the document goes to the default first-approver group instead.

Where: Approval flow → First Approver

1. Click Add rule.

2. Choose the trigger type for the rule:

   Trigger type	Routes based on
   Supplier	The supplier on the document
   Project	The project dimension on the document
   Department	The department dimension on the document
   Dynamic dimension	Any custom dimension mapped from your ERP
   Keyword	Text found anywhere on the invoice

3. Select or enter the specific trigger value (for example, choose the supplier name or enter the project code).

4. Select the destination group — the approval group this rule should route matching documents to.

5. Click Save.

Example

To send all invoices from your office-supplies supplier to the Office Manager group: set trigger type to Supplier, choose your office-supplies supplier as the value, and select the Office Manager group as the destination.

Related: Create a first-approval rule from a document · Create a keyword rule · How first-approval routing works