Approval Rule Basic Information Fields

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

Approval Rule Record Field	Description
Name	The approval rule’s name must be unique.
Description	(Optional) Any additional information about the approval rule can be added here.
Record Name	Shows a list of record types that SuiteApprovals supports. Multiple approval rules can be created for a record type. However, only one approval rule will be applied to a record depending on approval validation. For more information, see SuiteApprovals Approval Workflow States.
Status	The status is set to Not Running by default. When the approval rule is created and used, the value is automatically set to Running.
Start Date	An approval rule becomes active on the date it starts. The start date 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 a future date.
Subsidiary	A list of subsidiaries for which the approval rule applies.
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 assign to the approval rule determines its rank. When a record is submitted for approval, the workflow first finds the applicable approval rule with the highest priority. The highest priority is 1. Important: This field is not available in SuiteApprovals version 1.0. Active approval rules that have no assigned priority is evaluated first by default.

Approval Rule Record Field

Description

Name

The approval rule’s name must be unique.

Description

(Optional) Any additional information about the approval rule can be added here.

Record Name

Shows a list of record types that SuiteApprovals supports.

Multiple approval rules can be created for a record type. However, only one approval rule will be applied to a record depending on approval validation. For more information, see SuiteApprovals Approval Workflow States.

Status

The status is set to Not Running by default. When the approval rule is created and used, the value is automatically set to Running.

Start Date

An approval rule becomes active on the date it starts. The start date 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 a future date.

Subsidiary

A list of subsidiaries for which the approval rule applies.

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 assign to the approval rule determines its rank.

When a record is submitted for approval, the workflow first finds the applicable approval rule with the highest priority. The highest priority is 1.

Important:

This field is not available in SuiteApprovals version 1.0. Active approval rules that have no assigned priority is evaluated first by default.

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

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