Define an approval group

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Define the approval group, such as a contract or finance group, and the associated approval rule that they review during the approval process.

    Before you begin

    Define the approval rule associated with this approval group.

    Groups are set up in the Group [sys_user] table. For more information on creating groups, see Create a user group.

    Role required: sn_adv_appr_mgmt.approval_rule_admin, sn_adv_appr_mgmt.approval_rule_writer

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Advanced Approvals > Approval Groups.
    4. Select New.
    5. In the Approval rule field, select the approval rule associated with the approver.
    6. In the Group field, select the group who approves the approval step controlled by the selected approval rule.
      Note:
      The members of the group must have the sn_adv_appr_mgmt.approval_request_approver role assigned to them.
    7. Select Save.