Creating a Conditional Inclusion Rule

The Manage approval paths user type permission is required.

Configuration

1. Under Dynamic Approval Routing, click on an approval path category.
2. Click Conditional Rule next to Inclusion Rules.
3. Enter a code and a name.
4. Click Save.
5. Click Edit next to Conditions.
6. Create a condition by completing the fields then click Add this criteria to formula.
7. Click Save.
8. Click Add next to Roles.
9. Select from the drop-down list how roles will be included in the approval process.
10. To select a role, click Search.
11. Click Save.
12. Click Activate.

The rule appears in the Inclusion Rules list of the Approval Paths and Rules page.