How to Automate New Item Request Approval

Here's how you create a rule to automate the approval of new item requests.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Product Management

   • Functional Area: New Item Requests

   • Task: Manage Task Configurations for Supply Chain Management

2. Search for NewItemRequest and select NewItemRequestApprovalTask. Click the Edit task (or pencil)

   Here's a screenshot of the Edit Task icon for the new item request approval.

   

3. Click Assignees and select New Item Request Header Rule Based Single Approver.

4. Click the diamond icon and select Go to rule.

5. Here's how you create a new rule to automatically approve the new item request.

   1. In the Rules window, click the Advanced Add or Modify Options (plus) icon and select General Rule.

   2. In the IF statement, specify the approval criteria.

      Let's say that you want to automatically approve the new item request if the numeric extensible flexfield is named JI, and Cost is less than 50.

      Click the Advanced Add or Modified Options (plus) icon and select simple test.

      Enter JIAttribGroup.jICost less than 50.

      Here's an image that shows how you create the approval rule.

   3. In the Then statement, click the Insert Action(plus) icon, select Add Approver > Supervisory:

      Here's an image that shows how you add an approver.

      
      The table shows the values you must enter in the Then statement:

      Field	Value
      Response Type	Required
      Number of Levels	1
      Starting Participant	Represents the user who will be considered as auto approver. To configure the new item request creator as auto approver, enter HierarchyBuilder.getPrincipal(Task.ownerUser,-1,"","")
      Top Participant	The last participant in the list. The approval list does not go beyond this person in a hierarchy. Enter: HierarchyBuilder.getPrincipal("workflowsystem",-1,"","")
      Auto Action Enabled	True
      Auto action	Approve
      Rule Name	For example, enter "AutoApproveRule"

      Here's an image that shows how you configure the approval outcome.

      
      Note: Absence of an approver can result in stuck workflows. So be sure to create rules for various scenarios.

6. To validate the rule you created, click Validate.

7. After successful validation, click Commit task.