Approval Rule Basic Information Fields

Before you create approval rules, make sure you read the descriptions of the basic information fields for the approval rule record in the following table.

Approval Rule Record Field

Description

Name

The approval rule’s name must be unique.

Description

(Optional) You can add any additional information about the approval rule here.

Record Name

Shows a list of record types that SuiteApprovals supports.

You can create multiple approval rules for a record type, but only one will apply to a record based on approval validation. For more information, see SuiteApprovals Approval Workflow States.

Status

The status is set to Not Running by default. When you create and use the approval rule, the value is automatically changes to Running.

Start Date

An approval rule becomes active on its start date, which can be before the current date, today’s date, or a future date.

Note:

Transaction records created before the approval rule's start date are not routed for approval.

End Date

The end date can be the same as the start date or any future date.

Subsidiary

A list of subsidiaries the approval rule applies to.

Saved Search Condition

A list of public saved searches which you can use to filter records that will be routed for approval using the approval rule.

For more information about creating and using saved searches, see Saved Searches.

Priority

The priority you set for the approval rule determines its rank.

When you submit a record for approval, the workflow looks for the applicable approval rule with the highest priority. The highest priority is 1.

Important:

This field is not available in SuiteApprovals version 1.0. By default, active approval rules without an assigned priority get evaluated first.

For more information about approval rule settings, see Approval Rule Setting Fields.

Related Topics

General Notices