Monday.com Dropdown Template for Approval Workflows

Approval Workflows Template Overview

Multi-level approval chains with automated routing and escalation.

Board Structure

Groups

• Pending
• In Review
• Approved
• Rejected

Columns

Column	Type	Purpose
Request	Text	Track request
Type	Dropdown	Options: Purchase, Travel, Hiring, Budget Change, Policy Exception
Requester	Text	Track requester
Amount	Number	Track amount
Status	Dropdown	Options: Draft, Submitted, Level 1 Review, Level 2 Review, Final Approval, Approved, Rejected
Current Approver	Person	Track current approver
Department	Text	Track department

## Dropdown Configuration

Type

Options: Purchase → Travel → Hiring → Budget Change → Policy Exception

Status

Options: Draft → Submitted → Level 1 Review → Level 2 Review → Final Approval → Approved → Rejected

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Status changes to Submitted → route to Level 1 approver based on Type
• When Status changes to Level 2 Review → route to department head
• When Amount > threshold → add Finance review step before Final Approval

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Pending, In Review, Approved, Rejected
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships