Creating an Unconditional Inclusion Rule

Before you start

The Manage approval paths user type permission is required.

Configuration

Here's what to do

  1. Under Dynamic Approval Routing, click on an approval path category.
  2. Click Unconditional Rule next to Inclusion Rules.
  3. Enter a code and a name.
  4. Click Save.
  5. Click Add next to Roles.
  6. Select from the drop-down list how roles will be included in the approval process.
  7. To select a role, click Search.
  8. Click Save.
  9. Click Activate.

Results:

The rule appears in the Inclusion Rules list of the Approval Paths and Rules page. The role is added to an approval path regardless of the Organization-Location-Job Field structure.