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Implement your approval policies by defining a step flow and rules to route approval tasks to the right approvers.
Click an approval type to start configuring a draft. After you test and publish, you can make changes in an iterative approach, building and testing versions to accommodate planned policy changes without affecting published approval types.
This table describes a typical process for configuring an approval type.
Navigation: Navigator > Configuration > Approvals Configuration
| Step | Description |
|---|---|
| Create routing patterns | Define reusable routing patterns that you can reference when you create rules. |
| Define approval type step flow | Map out the approval routing with serial or parallel steps. Steps contain rules that determine whom to assign approvals to. |
| Create rules | For each step in your flow, define the conditions to be met for the specified approval routing to happen. |
| Test routing | Try out your routing with existing transactions in the current environment and review the results to ensure that the assignment occurs as designed. In the routing test results, review and resolve any errors or warnings. |
| Publish | Publish the approval type to make it active. If the approval type already has a published version, you overwrite the existing published configuration. |
| Export and import | Download the draft or published configuration for an approval type. When you later work on a draft for the same approval type, you can import that .json file to use that configuration as the starting point. |