Approval rules encapsulate logical, causal decision points to develop your approval flows. Rather than the one-step, one-reviewer rule for standard flow steps, approval rules enable you to adopt decision points requiring multi-party decisions, which you can define as Unanimous, Majority, Percent, and Quorum. Rules are also reusable.

To access the approval rules

  1. Click the App Launcher icon ().

  2. Select Approvals from Shared Apps.

  3. Select the Approval Rules tab.

To create a new approval rule

Fields marked with * are mandatory.

  1. Click the Create New button at the top right. 

  2. Enter the following details.

    Field

    Description

    Rule Name *

    Enter a name for the rule.

    Business Object *

    Select a business object type from the Business Object drop-down menu.

    • Opportunity
    • Contract
    • Proposal
    • Product Configuration
    • Line Item
    • Contract Clause
    • Contract Line Item
    Rule Type *

    Select a rule type from the drop-down menu. The available options are:

    • Condition (a logical state)
    • Dimension (a critical value)
    Sequence *

    Select an order for the rule's occurrence by entering an integer from the stepper in the field

    Approval Policy *

    Pick an approval policy from the Approval Policy drop-down menu. The available policies are: 

    • Unanimous: All reviewers must approve. One dissent is a veto. 
    • Majority: More than half of the reviewers must approve. It is best to establish an odd number of reviewers to prevent tie votes. For an even number of reviewers, tie votes result in rejection. Select the Continue Policy Approval on a Reject check box to let approvers continue to decide after the designated number of approvers has approved or rejected an approval request.
    • Percent: A specific percentage of approvers is necessary to approve. If you select a percentage of approvers who approve, use the Approval Percent stepper to select the required approval percentage. 
    • Quorum: A specific number of approvers is necessary to approve. If you select a specific number of approvers who approve, use the Approval Count stepper to select the required number of approvers.  
    Description

    Enter the description

    Active

    Slide the Active toggle to make the approval rule active.

    Rule criteria

    Select a field name from the Field Name drop-down menu, assign it a logical operator, and provide an appropriate value to create a testable rule.

    For example, select the Quantity field type from the Field Name drop-down menu, assign a "greater than or equal to" logical operator, and enter a numeric value to compare against to qualify a rule.

    Click Add criteria to add another approval rule.

  3. When you're done creating an approval rule or adding a rule entry, click Save. This displays the popup "New approval rule has been created."

To edit an existing approval rule

  1. Select the business object from the Business Object drop-down menu.
  2. Find the rule in the Approval Rules table.
  3. Click the Rule name link.
  4. On the Details tab, modify the approval rule values as described in To create a new approval rule.
  5. After editing the details, click Save.

To edit rule conditions

For each rule, you can add rule conditions that determine when and whether the rule is enforced.

  1. Select the business object from the Business Object drop-down menu.
  2. Find the rule in the Approval Rules table.
  3. Click the Rule name link.
  4. On the Rule Entries tab, click the Rule Entry field. The Rule Entry window appears.

  5.  Enter the following details.

    Field

    Description

    Rule Entry: Enter the following details

    Label *

    Enter the label for the rule entry name.

    DescriptionEnter the description.
    Depends onSet a rule entry that is dependent on another rule entry. For example, if you want to set a rule entry (for example, rule entry 2) depending on another rule entry (for example, rule entry 1), you can set the value 1 in the Depends on field.
    Assignee: Enter the following details
    Approver Type *

    Select the approver type from the drop-down menu.

    Approver *

    Search and select the approver.

    Depends on

    Set an approver dependent on another approver.

    Approval Settings
    Auto Complete

    Slide this toggle to enter values for the user when the authorization or review is presented to them.

    Notify Only

    Slide this toggle to notify the recipient of the rule entry with no call to action.

    Send Email

    Slide this toggle to send the approver an email.

    Skip Assignee

    Slide this toggle to allow the rule entry to continue when an assignee cannot be reached.

  6. When you have modified the rule conditions as desired, click Save to save your changes. 

To delete a rule

  1. Select the business object from the Business Object drop-down menu.
  2. Find the rule from the Approval Rules table.
  3. Click the More icon () and select Delete.
  4. On the Delete Rule window, click Delete. This displays the popup "(Rule name) rule has been deleted".