Automations and approvals: if-then rules and four eyes
Some steps you repeat every time, others you do not want to pass without a second pair of eyes. TelMaar has two separate systems for that: automations are flexible, approvals are a lock.
Two systems, two characters
An automation is an if-then rule: on an event such as a completed job or a sent invoice, a follow-up step starts. If that step fails, it never touches the underlying action: the job stays completed. An approval works the other way round and strictly: on discount, quote, purchase and work order you set a limit above which someone else must approve first. Without that approval it does not go through.
How to create an if-then rule
- 1Go to Settings and choose Workflows.
- 2Click New rule, give it a name and choose the event, for example Job completed.
- 3Add a condition if needed and choose the action, for example create a task or a notification.
- 4Turn the rule on. Under Executed you see per event what ran.
Setting up approvals
- Under Settings, Approval you set per type (discount, quote, purchase, work order) the amount above which approval is needed.
- Anything above the limit appears for the approver under Approvals; they approve or reject with a reason.
- Who may approve follows from the role; a requester cannot approve their own request.
Last checked on 5 September 2026
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