This topic describes how to configure approval rules using the advanced mode.
You use the advanced mode when you have different rules
and each condition in the approval rule needs to be evaluated. For example, say you need
to configure a change assignment approval rule that's based on a requestor’s role. The
requestor could have more than one role, such as a line manager and an HR specialist,
and you want to use different rules when the requestor is only a line manager (not a HR
specialist), only an HR specialist (not a line manager), or both a line manager and an
HR specialist.
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Sign into the BPM Worklist page, in the Tasks to be
configured panel search for and select an approval rule. If the
task isn’t in an editable mode, click the Edit
icon.
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Click the Assignees tab, and then click Go to
rule.
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Click the Advanced Add or Modify Options drop-down menu,
and select General Rule.
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Select the new rule that displays and click Properties.
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Enter details for the new rule and and select the Advanced
Mode. Click OK.
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Add patterns, each representing an object in the condition.
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After the collection pattern, click the Advanced Add or Modify
Options icon, and select simple test.
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Define a condition that the rule would match on within the collection,
selecting attributes under the folder named after the variable. Add more
conditions if you need to.
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In the toolbar for the collection pattern, click the Surround
selected tests with parenthesis icon, and select
Surround.
The surround option puts the pattern you just added and other conditions you
define later within parentheses, to group them all together. Conditions within
parentheses are evaluated in their entirety.
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In the drop-down list before the collection pattern, select how you want the
rule to match against the collection. The options are Each, At least one, None,
and Aggregate.
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Configure the Then section.
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Review the rules and then click Commit to save your changes.