Create approval rules

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_adv_appr_mgmt.approval_rule_admin, sn_adv_appr_mgmt.approval_rule_writer

    Procedimento

    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.

    O que Fazer Depois

    Create approval chains