Create an Approval Rule Based on the Chart of Accounts Segment

To create an approval rule based on the Chart of Accounts segment, follow these steps:

1. In the BPM Worklist task, click the Administration tap under the User menu.
2. Click the Task Configuration tab.
3. Search for the DocumentApproval task.
4. Click the DocumentApproval task.
5. To edit the task, click the Pencil icon.
6. Click the Assignees tab, select the stage and participant to which you want to add the approval rule.
7. Click the Go to Rule link.
8. To create a new rule, in the Rules section, click the Plus icon and click the General Rule tab.
9. To create the test condition, in the IF section, click the Plus icon, and click the Simple Test tab.
10. To search, click the Magnifying Glass icon.
11. In the Condition Browser window, expand one of the Chart of Accounts segments.
12. Select the Chart of Accounts segment you want to base the approval rule on and complete the IF condition.
13. In the THEN section, to add the THEN condition, click the Plus icon.
14. To validate your business rule, click Validate.
15. Save and commit your approval rule.