Example of Adding a Manual Approval Condition for Performance Goals

This example shows how you can add a condition to the performance goal approval rule set to trigger manual approval.

Currently, whenever a target outcome is added to a performance goal, it's autoapproved. But your organization wants approvals to be triggered whenever any user adds a target outcome to a goal. This table summarizes the key decisions for this scenario.

Decisions to Consider	In This Example
Who will approve target outcome additions?	Managers that the employee reports to
Which approval rules do I need to modify?	Both autoapproval and manual approval rules
Which attribute needs to be changed?	Performance Goal.Target Outcome Created Flag

Summary of the Tasks

You need to do these tasks to enable manual approval for addition of target outcomes to goals.

1. Use the Approve Performance Goal task.

2. Disable automatic approval for adding a target outcome to a goal.

3. Enable manual approval for adding a target outcome to a goal.

4. Save and submit your changes.

Use the Approve Performance Goal Task

1. Navigate to Tools > Transaction Console.

2. Click the Approval Rules tab.

3. Search for and select the Approve Performance Goal task.

4. Click the Configure Rules icon.

Disable Automatic Approval for Addition of Target Outcomes

1. Select the PerformanceGoalAutoApproval node.

2. Click Configure Rule Conditions.

3. In the Condition Details window, select the AND node.

4. From the toolbar, click Add Expression.

5. In the Add Condition Expression dialog, from the Select value type list, select Select from attribute.

6. From the Select Attribute list, select Performance Goals and then select Target Outcome Created Flag.

7. From the Select Operator list, select the != operator.

8. From the last Select value type list, select Enter a string and then enter the condition value as "Y".

9. Click OK.

10. Click OK.

Enable Manual Approval for Addition of Target Outcomes

1. Select the PerformanceGoalManualApproval node.

2. Click Configure Rule Conditions.

3. In the Condition Details window, select the OR node.

4. From the toolbar, click Add Expression.

5. In the Add Condition Expression dialog, from the Select value type list, select Select from attribute.

6. From the Select Attribute list, select Performance Goals and then select Target Outcome Created Flag.

7. From the Select Operator list, select the == operator.

8. From the last Select value type list, select Enter a string and then enter the condition value as "Y".

9. Click OK.

10. Click OK.

Save and Submit Your Changes

1. Click Save.

2. Click Submit.