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Approval process management › Reference › Third-party Risk Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Approval rule form

The approval rule form captures all the information needed to create an approval rule. An admin or third-party risk admin can create an approval rule.

FieldDescription
NameName of the approval rule.
SourceTable to which the approval rule is applied.Third-party due diligence request \[sn\_tprm\_dd\_request\] table is the source table for due diligence requests.
Query using field

Field that connects the approving table and the source table.

Note: This field is only required if you’re not using the Third-party due diligence request [sn_tprm_dd_request] table as a source.

Additional conditionFilter conditions that you can apply on the source table. These filter conditions determine when the rule is applied.
Approver type

Type of approver:

  • Specific approvers: Your choice of approvers.
  • Approver from source: Users or groups from the source table.
  • Dynamic approvers: Approvers that are selected dynamically from any table.
  • Scripted approvers: Script to determine your approvers. In the following example, a new approval rule record is shown with Scripted approvers as the selected Approver type. A script is started where you can update the parent, users, and groups parameters.

Note:

For security reasons, a user with the admin role doesn’t have write access to the Script field on the Approval Rule form. Only the Approver Configurator developer has create and write access to the Script field on the Approval Rule form.

If you have the admin role, you can set up an approval rule only with the following types of approvers from the Approver type list:

  • Specific approvers
  • Approver from source

For more information on the roles in the GRC: Approver Configurator application, see Roles installed with GRC: Approver Configurator.

Approval required fromAny user or all stakeholders from whom the approval is required.
DescriptionBrief note that describes the approval rule.
Approvers
Approvers fromApprover table.This field is available only if the Approver type is Approver from source or Dynamic approvers. This field defaults to the source table if the approver is from the source table.
Filter byConditions to filter records from the approver table.This field is available only if the Approver type is Dynamic approvers.
AdvancedOption to set a scripted dynamic condition.
User fieldUser reference or list of approvers from the approver table.
Group fieldUser group reference as approver from the approver table.
Dynamic conditionScript field to apply an advanced filter on the approver table.
UsersOne or more users that are designated as approvers.
GroupGroup of approvers.
Scripted approvers
ScriptScript to determine approvers. users and groups in the script are selected as approvers.

Parent Topic:Approval process management