Approval Rule New Record form
Use the Approval Rule New Record form to create an approval rule for the approval level for a policy record.
| Field | Description |
|---|---|
| Name | Name of the approval rule. For example, Approval rule 1. |
| Description | Brief description about the approval rule. |
| Active | Option to mark the approval rule record as active. |
| Source | Source table that the approval rule is applied to. Optionally, you can apply an additional condition on the source table. Select a field to filter the source records based on the Applies to table that is to be filled in the approval configuration. |
| Additional condition | Additional filter condition that can be applied on the source table. |
| Query using field | Field that connects the approving table and the source table. |
| Approver type | Type of approvers for the policy. See the following options for approver types.- Specific approvers: Select users as approvers by selecting Users, Group, or both. - Approver from source: Select approver from the source table. You can select a user column, group column, or both from which to read the approver. - Dynamic approvers: Select approvers dynamically from the approver table by applying static and/or advanced dynamic conditions. You can select a user column, group column, or both from which to read the approver. - Scripted approvers: Write a script to determine approvers. Variables users and groups are used in the script. Note: For security reasons, the Approver Configurator developers have read and write access to the Script field on the Approval Rule form. For more information on setting up the approval rules, see Set up an approval rule for the approval level. |
| Approval required from | One or more stakeholders from whom the approval is required. |
| Approver type \(Approvers selected for the record\) | |
| Option 1: Specific approvers | When the Approver type is Specific approvers, the approvers are as follows:- Users: User reference or list of approvers from the approver table. - Group: User group reference as approver from the approver table. |
| Option 2: Approver from source | When the Approver type is Approver from source, the approvers are as follows:- In the Approval required from field, the available options are: - All - Anyone - In the Approvers section, the available options are: - Approvers from - User field - Group field |
| Option 3: Dynamic approvers | When the Approver type is Dynamic approvers, the approvers are as follows:- In the Approval required from field, the available options are: - All - Anyone - In the Approvers section, the available options are: - Approvers from - Filter by - Advanced - User field - Group field |
| Option 4: Scripted approvers | When the Approver type is Scripted approvers, the approvers are as follows:- In the Approval required from field, the available options are: - All - Anyone - In the Scripted approvers section, the custom script for the approval configuration is displayed. Note: Only users with a developer role can modify the custom script. |
Parent Topic:Set up an approval rule for the approval level