Defining Approval Groups

Administrators define approval groups for their business processes in the Approval Groups card within the Application cluster

To define approval groups:

From the Home page, click Application, and then click Approval Groups.
Create the approval group:
1. Click Create.
2. Enter a name and an optional description for the new approval group.
3. To select the anchor dimension for the approval group, click Add Dimension or click (Edit) next to Select Anchor Dimension, and select a dimension from the list.
  
  For an explanation of anchor dimensions, see Approval Group Anchor and Nonanchor Dimensions.
4. Optional: By default, the anchor dimension members that are not specified in the approval group rule are marked valid. To clear this option, click (Edit) next to the anchor dimension, and then click Unselected members are valid.
5. To select additional dimensions (called nonanchor dimensions), click Add Dimension.
6. Optional: By default, nonanchor dimensions are not required. To make a nonanchor dimension required, click (Edit) next to the nonanchor dimension, and click Required.
Define the approval group rule:
1. Click Add Rule.
2. To select the range of members to include, exclude, or remove in the application group, click (Edit) next to the dimensions in the new rule:
  - Click Edit to open the Select Members page and select the members, substitution variables, and attributes to include in the application group rule. See Using the Member Selector.
  - Click Add Exclusion to define an exclusion in the rule. You can exclude a subset of what is included for that dimension.
  - Click Clear to clear the selection.
  To delete a rule, click (Remove).
Click Save and Close.

The new approval group is added to the end of the approval group list. To reorder the rules in a group, click (Action) next to the application group, and then select Move Up or Move Down.

Tip:

You can also drag approval groups to move them up and down in the list.