Create an Approval Authority

Create rules, conditions, and limits to determine assignment to users who can act on approvals. An approver can be either an individual or an approval group. You can base the authority on limits to determine the assignment. If an approver meets the rules but has an insufficient limit, they’re added to the approver list and remaining rules are evaluated.

Once an approver with sufficient spending limit is found, the list of approvers is used for assignment. If you choose not to use limits, you can assign to the first matching approver or all matching approvers.

1. Add an approval authority.
2. Enter a name for the approval authority.
3. Optionally, select Assign limits to approvers to specify limits for the authority.
   1. In the Limits based on drop-down, select Distribution Amount or Distribution Approval Amount.
   2. Select the currency.
4. Optionally, select Limits based on sum to base limits on the total of the matching condition attributes. If selected, the sum of all distribution amounts for a matching rule are used to evaluate the limit.
5. In the Action if no rules match drop-down, choose an outcome if no rules are met. You can raise an error, skip the assignment, reject the task, or automatically approve.
6. Add the condition attributes and click Apply.
   1. Click Add Condition to add more condition attributes.
   2. Select the Condition Details, either an attribute or a named condition.
7. Click Add Rule.
8. Click in condition attribute cells and define the conditions. Select an operator, for example equals, and set a condition value, either a specified value or a value from attribute.
9. If you’re assigning limits to approvers, enter the limits for each rule.