Components installed with Advanced Approval Management

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Several types of components are installed with activation of the Advanced Approval Management plugin, including tables and user roles.

    Roles installed

    Role title [name] Description Contains roles
    Approval rule admin

    [sn_adv_appr_mgmt.approval_rule_admin]

    Manages all aspects of approval workflows. Creates, updates, and deletes approval configurations, chains, approval trigger conditions, approval rules, and approval users and groups. sn_adv_appr_mgmt.approval_rule_writer
    Approval rule writer

    [sn_adv_appr_mgmt.approval_rule_writer]

    Creates, updates, and views approval configurations, approval chains, approval trigger conditions, approval rules, and approval users and groups. An approval rule writer can't delete approval-related items. sn_adv_appr_mgmt.approval_rule_viewer
    Approval rule viewer

    [sn_adv_appr_mgmt.approval_rule_viewer]

    Views approval configurations, approval chains, approval trigger conditions, approval rules, and approval users and groups. None
    Approval request approver

    [sn_adv_appr_mgmt.approval_request_approver]

    Views approval steps and approves approval requests for which they are an approver.
    • sn_adv_appr_mgmt.approval_request_viewer
    • approver_user (if using My Approvals)
    Approval request writer

    [sn_adv_appr_mgmt.approval_request_writer]

    Creates and views approval requests. [sn_adv_appr_mgmt.approval_request_viewer]
    Approval request viewer

    [sn_adv_appr_mgmt.approval_request_viewer]

    Views approval requests. sn_adv_appr_mgmt.approval_rule_viewer

    Tables installed

    Table Description
    Approval Configurations

    [sn_adv_appr_mgmt_approval_configuration]

    Details of an approval workflow entity, for example quotes that need approvals.
    Approval Trigger Conditions

    [sn_adv_appr_mgmt_approval_trigger_condition]

    Conditions that trigger one or more approval requests. Conditions map to one or more approval rules.
    Approval Rules

    [sn_adv_appr_mgmt_approval_rule]

    One or more approval rules associated to an approval trigger condition. Rules define steps in an approval process. A rule can have multiple users or groups as approvers, as well as dynamic approvers.
    Approval Chains

    [sn_adv_appr_mgmt_approval_chain]

    A group of approval rules that run in a specified order sequentially. A chain can run one or more rules in sequence. Chains can run in parallel or sequentially.
    Approval Escalation Rule A list of escalation users for each approval user or group
    Approval Users

    [sn_adv_appr_mgmt_approval_user]

    A list of users that can approve requests.
    Approval Groups

    [sn_adv_appr_mgmt_approval_group]

    A list of groups that can approve requests.
    Approval Requests

    [sn_adv_appr_mgmt_approval_request]

    Components installed with Advanced Approval Management
    The approval request records created when an approval request is submitted.
    Approval Steps

    [sn_adv_appr_mgmt_approval_step]

    The approval step records created for an approval request. The records contain the relevant approval rules, conditions, and chain details defined for an approval configuration.

    The Approval Steps table is extended from the Task [task] table.