Entering Basic Information

This step shows you how to create an approval rule and enter basic information, including the name, record name, start date, end date, and priority. For more information, see Approval Rule Basic Information Fields.

To create an approval rule and enter basic information:

1. Go to Setup > Approval Process Manager > Approval Rule List.

2. On the Approval Rule List page, click New Approval Rule.

3. In the New Approval Rule window, choose between the two options:

   • If you want to create an approval rule using the approval rule page, click Use the New Approval Rule page.

   • If you want to create an approval rule using the approval rule assistant, click Use the Approval Rule Assistant.

4. the Enter Basic Information section, complete the following fields:

   If you're using the Approval Rule page, you will see the Primary Information section.

   1. Name – Enter a unique name for the rule.

   2. Description – (Optional) Enter a description for the rule.

   3. Record Name – Select Engineering Change Order.

   4. Start Date – Select a date when you want the approval rule to start.

   5. End Date – Select a date when you want the approval rule to end.

   6. Subsidiary – Select the subsidiary of records associated with the approval rule.

   7. Saved Search Condition – Select the saved search you want to apply to this approval rule.

      You can scroll through the list or enter the saved search title to filter the list.

      Tip:

      To avoid issues, you should use a saved search in your approval rule.

   8. Priority – Enter the approval rule’s priority.

5. To continue creating your custom approval chain with the matrix, go to Creating a Custom Approval Chain.

   If you are using the Approval Rule Assistant, click Next >.

Additional Information

• SuiteApprovals SuiteApp

Related Topics:

• Creating Approval Rules for Engineering Change Order
• Creating a Custom Approval Chain

General Notices