Working With Template Rules

Template rules apply to all tasks in the template, and rules are also applied to groups of tasks. Rules that you configure in the Template dialog box apply to the Schedule dialog box and the Edit Task dialog box, and they are displayed on the Rules tabs, in read-only form.

Auto Approve Task: Automatically completes specified approvals if specified conditions have been met.

Examples of conditions that could apply to this rule:

• Attributes have specified values (including calculated attributes)

• Predecessor task contains an attribute with a specified value

When conditions are satisfied, the rule causes the specified approver levels to be marked as complete, and workflow progresses to the next approval level or is closed if no additional approval levels exist.

This rule runs when the Task status changes to Open with Approver.

Auto Submit Task: Automatically submits a task if specified conditions are met.

When conditions have been satisfied, the rule causes the assignee role to be marked as complete, thus progressing workflow to the first approval level, or to Closed if no approval levels exist.

Notes:

1. Auto Submit Task runs when the Task status changes from Pending to Open with Assignee. Auto Submit Task rule honors predecessor relationship. It will only run when 'FINISH-TO-FINISH' predecessors have completed without error and 'FINISH ERROR-TO-FINISH' predecessors have completed. When a 'FINISH-TO-FINISH' predecessor is Closed by either user or rules, it should check for its 'RUNNING' successors and trigger Auto Submit Task rules if necessary.

2. Auto Submit Task rule is not triggered when the task has missing parameters.

Prevent Task Approval

This rule prevents approval of a task based on attribute values, or other characteristics. This rule runs when the Approver clicks Approve.

Prevent Task Submission

This rule prevents submission of a task based on attribute values, or other characteristics. This rule runs when the Assignee clicks Submit.

To work with template rules:

1. Select Manage, and then Templates.
2. Double-click a template.
3. Select the Rules tab. You can view the following information:

   • Order—The order of precedence. See Order of Precedence Rules for Tax Operations.

   • Rule—Select the Rule

   • Conditions—The choice of what conditions must exist before running the rule

4. To create or edit a rule, on the Rules tab, click Create or Edit and update:

   • Rule—Select a rule.

   • Description—Optional. Explain why you configured the rule and how should be used.

   • Approver Level—Select the rule for all levels or select the Approver levels

   • Select Create Filter and populate the conditions section or select Use Saved Filter, and then select a filter. The filter selected and configured for the rule determines the conditions that trigger the rule to apply.

   • Conditions—Select one:

     • Use Saved Filter—The Conditions section displays a read-only version of the conditions associated with the saved filter.

     • Create Filter—The Condition section is enabled.

       Conjunction, Source, Attribute, Operand, and Value behave as they do for the existing advanced filter feature.

   • Filter Task - Specify on which task the conditions should be selected: Current Task, Any Predecessor, Specific Task (Provide the Task ID).

5. To delete, duplicate, or reorder a rule, click the appropriate button and follow the instructions.
6. Enter the necessary information in the template tabs:

   • Setting Template Properties

   • Specifying Template Instructions

   • Assigning Viewers

   • Applying Template Attributes

   • Specifying Day Labels

   • Embedding Templates

   • Working With Template Rules

   • Viewing Template History