About Group-based Approvals

When assigning Planning unit owners, you can assign individual users, or you can assign a group. When assigning Planning unit reviewers, you can assign individual users, a group, or multiple groups.

Assigning a Group as the Owner

Only one user or one group can be assigned as an owner of a planning unit. Within a group, any user can become the owner, but only one user can be the owner at a time. Only the user assigned as an owner can perform actions. Other group members can take ownership away from the current owner. If no one is assigned as the owner, then anyone in the group can perform actions on behalf of the group without having to first claim ownership.

Assigning a Group or Groups as the Reviewer

If you select individual users as reviewers, all users must approve, and the approvals must follow the order in which the users are entered. If you select a group (or groups) as a reviewer, any user within the group can be the reviewer and can promote to the next level.

The following are some examples of how you can enter multiple reviewers:

Example 1

North America - Bill
     USA - Nick, Sandy, Kim
          CA - John

The approval path is John, Nick, Sandy, Kim, Bill.

Example 2

North America - Bill
     USA – {Group A}
          CA - John

The approval path is John, any user in Group A, Bill.

Example 3

North America – {Group B}, Bill
     USA – Susan, {Group A}
          CA - John

The approval path is John, Susan, any user in Group A, any user in Group B, Bill.

Example 4

North America – {Group B}, Bill
     USA – Susan, {Group A}
     CA - John
**A validation rules indicates that if New Hires > 4, then before USA, set {Group HR} as reviewer.

If the condition is true for the CA Planning unit, then the path is: John, any user in Group HR, Susan, any user in Group A, any user in Group B, Bill.