1. How do I Set Up and Manage Approval Workflows in Oracle Project Management
  2. Configuring Approval Rules

Configuring Approval Rules

In BPM Worklist, configure the rule sets and rules to control how a workflow task should be routed, assigned, and completed, based on specific conditions.

A workflow task has one or more rule sets, and a rule set has one or more rules. At run time, if a rule set has multiple rules, all the rules are evaluated at the same time. A rule has two parts, an If section, which lists conditions that the rule must evaluate, and a Then section, which lists the actions that must be performed when the conditions are met.

For example, you can configure approval rules for these scenarios:
  • Transactions over a certain amount must have approvals up three levels in the management chain.
  • The workflow task must automatically be approved or rejected without having to send it to any approver.
  • Route tasks to an approval group. An approval group is a set of users who can act on workflow tasks.

In rare cases, workflow tasks get routed to the person who created the task, or to someone who should not approve, due to conflicts of interest. To prevent this, you can configure tasks to skip certain users in the approval chain.

Note: For information about approval groups, how workflow task routing is mapped out, configuring approval rule sets and rules, defining rules to automatically approve or reject workflow tasks, creating rules in advanced mode, how to prevent assigning approvals to specific users, or the things to check if there are issues with workflow tasks, see Workflow Approvals and Notifications in the Implementing Applications guide.