Create Approval Rule form
Field descriptions for the Create Approval Rule form in Advanced Approval Management.
| Field | Description |
|---|---|
| Name | Functional name of the approver associated with this approval rule, for example, Contract Manager or VP Finance. |
| Approval trigger condition | Approval condition that triggers this approval rule. |
| Approval chain | Sequence of approval steps that an approval request must meet before the request is fully approved. |
| Order | Sequence in which the approval rule is triggered within a set of steps. |
| Advanced rule | Option, when selected, for entering a script that identifies the functional approver. Only admins can enter an approver using a script. |
| Description | Brief explanation of the rule. For example the description of the Contract Manager approval rule could be `Reviews contracts and terms`. |
| Active | Option indicating that the approval rule is in use. To deactivate the approval rule, deselect this option. |
| Approver type | Type of approver:- User: Specific approval user who can approve a request, such as Contract Manager. - Group: A group that can approve a request, such as the Contracts group. - Dynamic: An approver determined by the advanced approval engine when an approval request is submitted, based on relationships, roles, or rules provided in the Dynamic approver field. |
| Dynamic approver | Rule logic that determines the approver dynamically when an approval request is submitted. |
| Approval criteria | Option that determines how approval requests are handled:- All: Indicates all designated approvers must approve the request. - Anyone: Indicates that only one approver from multiple approvers must approve the request. |
| Auto escalate | Option that turns on escalations for the approval rule. Escalation is a mechanism for reassigning an approval request to another approver when the original approver hasn't acted on the request within the defined time set in the Expected days to complete field. |
| Expected days to complete | The number of days, hours, minutes, and seconds that defines the total time allotted to approve or reject the request. |
| Escalation schedule | The escalation schedule to be applied. The default schedule is the Approval Escalation SLA. |
| Escalation type | Type of approver for the escalation:- User: Specific approval user who can approve a request, such as Contract Manager. - Group: A group that can approve a request, such as the Contracts group. - Dynamic: An approver determined by the advanced approval engine when an approval request is submitted, based on relationships, roles, or rules provided in the Dynamic escalated assignee field. |
| Escalated assignee | The approver designated to act on the approval request instead of the original approver. |
| Dynamic escalated assignee | Rule logic that determines the escalated assignee dynamically when an approval request is submitted. |
Parent Topic:Advanced Approval Management reference
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