Creating Approval Rules
You can create approval rules using the Approval Rule page or the Approval Rule Assistant. Both options contain the same fields and settings, except the Approval Rule Assistant lets you create approval rules step by step.
To view, create, or edit approval rules, you must use an Administrator role or a role with appropriate permissions. For more information, see Creating or Customizing Roles for SuiteApprovals.
The following table describes the steps in creating approval rules.
|
Step |
Description |
|---|---|
|
Entering basic information |
Create an approval rule and enter basic information, including the name, record name, start date, end date, and priority. For more information, see Entering Basic Information. |
|
Defining approval routing settings |
Set up the approval routing on the Approval Rule page. You can choose to route approvals based on amount or define custom approval chain. For more information, see Defining Approval Routing Settings. |
|
Defining record locking and reapproval settings |
Set the record locking and reapproval setting on the Approval Rule page. For record locking, you can choose between allow record editing regardless of record status and lock record for editing based on status. For reapproval settings, you can choose between no approval rerouting regardless of change in record amount and tolerance. For more information, see Defining Record Locking and Re-approval Settings. |