Create approval rules

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Define rules for approval workflows. Approval rules contain information about the functional approvers for the workflow, such as a Finance Manager or Operations Manager. Associate approvers with the appropriate approval trigger conditions.

    Vorbereitungen

    Role required: sn_adv_appr_mgmt.approval_rule_admin, sn_adv_appr_mgmt.approval_rule_writer

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Advanced Approvals > Approval Rules.
    4. Select New.
    5. On the Create New Approval Rule form, fill in the fields.
      For field descriptions, see Create New Approval Rule form.
    6. Select Save.

    Nächste Maßnahme

    Create approval chains