Creating Approval Rules for Email Approval Logs

You can create approval rules to manage the review and implementation of logged email replies. Only users with the Administrator role or roles with custom permissions can create approval rules for email approval logs.

If there are no approval rules for email approval logs, approver actions through email are automatically applied to target records. These actions happen after system validation throughout the workflow. With approval rules, you allow approver oversight and review of approver actions before it is implemented to target records.

To create an approval rule for email approval log:

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, click Use the New Approval Rule page.

4. On the Primary Information section, complete the following fields:

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

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

   3. Record Name – Select Email Approval Log.

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

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

   6. Subsidiary – Select a subsidiary.

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

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

5. In the Approval Routing section, if a default value is set in the Approver Type column, you can keep it, change, or delete.

   You can add more approvers of the following types:

   • Specific Approver

   • Group (Any)

   • Group (All)

   • Role (Any)

   • Role (All)

6. Click Save.

If a logged email reply passes a rule’s criteria, it is routed to the first approver in the rules’ matrix. An email notification is sent to the approver gatekeeper to review and implement or reject the approver action in the email reply. For more information, see .

If a logged email reply does not pass any rule criteria, the record continues to go through the running approval rule. All approver actions sent by email are automatically applied to the target or reference record.

A record approver may be part of the approval matrix in an email approval log rule. The approver’s email reply is logged and goes through the applicable email approval log rule.

An email approver cannot be a log approver. The submitter of the record, however, can be a log approver.

Related Topics

Email Approvals

Prerequisites for Email Approvals

Setting Up Script Deployment for Email Approval

Providing Access to Email Approval Log

Best Practices for SuiteApprovals Email Responses

Approving or Rejecting Records Through Email Approval

Managing the Email Approval Log

General Notices