Selecting Approval Unit Hierarchy Members

Depending on the option you chose for Extended Approval Flow on the previous Approvals Dimension tab, you'll select approval unit hierarchy members either on the Select Primary Members tab or the Primary and Subhierarchy Selection tab.

To select approval unit hierarchy members:

1. Take an action:

   • From Approvals Dimension, click Next or select the Select Primary Members tab or the Primary and Subhierarchy Selection tab to continue defining an approval unit hierarchy.

   • Click the Navigator icon, and then under Workflow, click Approval Unit. Select an approval unit hierarchy, click Edit and then select Select Primary Members or Primary and Subhierarchy Selection to edit members.

   Notes:

   • At any time during approval unit hierarchy member selection, you can click Reset to Default Hierarchy to reset it to its default membership defined in the Approvals Dimension page.

   • Shared members are not displayed in the approval unit hierarchy.

2. Define how to display the entities in the approval unit hierarchy:

   • Right-click and select Expand to expand the display.

   • Right-click and select Collapse to collapse the display.

   • Select All Entities to display all available entities for selection.

   • Select Approval Units to display only the approval units that you enabled previously.

   • For Search, select Name, Alias, or Both. Enter any part or all of a name in Search to locate an entity, then click Search Up or Down in the hierarchy.

   • To move from page to page in a multipage approval unit hierarchy, enter a page number in Page and click Go, or click Start (first page), Prev (previous page), Next, or End (last page).

3. Optional: For approval units not included in the default settings for the approval process, check the box to the left of the approval unit name to include it in the approval process.
4. Optional: Right-click an approval unit name to define subhierarchy members for the approval process, and then select one Include/Exclude option:

   • Include Children to include the children of the approval unit.

   • Include Member to include only the approval unit, but none of its descendants.

   • Include All Descendants to include all descendants of the approval unit.

   • Include Generation to include one or more approval unit generations. Specify the generations to include when prompted.

   • Exclude Children to exclude the children of the approval unit.

   • Exclude Member to exclude only the approval unit, but none of its descendants.

   • Exclude All Descendants to exclude all descendants of the approval unit.

   • Exclude Generation to exclude approval unit generations. Specify the generations to exclude when prompted.

5. If you chose Secondary for Extended Approval Flow on the previous Approvals Dimension tab, add a secondary dimension to the approval unit included in the approval process to provide finer granularity:
   1. Select a dimension from Dimension.
   2. In Parent Member, click to display the member selection window, and then select one member as the parent member for that dimension.
   3. In Relative Generation, specify the parent-member generations to include.

      Adding a generation adds all members of that generation to the approval process.

   4. Check Auto Include to automatically include newly-added members to the approval unit hierarchy that meet the selected criteria.
   5. Optional: Click under Selected Members for the approval unit to refine the members it includes. Clear the check box next to any member you want to remove.
6. Take an action:

   • Click Next or select Assign Owners to specify approval unit ownership.

   • Click Save and then OK to save changes and close the approval unit hierarchy.