Creating a Conditional Inclusion Rule
Before you start
The Manage approval paths user type permission is required.
Here's what to do
- Under Dynamic Approval Routing, click on an approval path category.
- Click Conditional Rule next to Inclusion Rules.
- Enter a code and a name.
- Click Save.
- Click Edit next to Conditions.
- Create a condition by completing the fields then click Add this criteria to formula.
- Click Save.
- Click Add next to Roles.
- Select from the drop-down list how roles will be included in the approval process.
- To select a role, click Search.
- Click Save.
- Click Activate.
Results:
The rule appears in the Inclusion Rules list of the Approval Paths and Rules page.