Selecting Approval Unit Hierarchy Members

To select approval unit hierarchy members:

1. Take an action:

   • From Approvals Dimension, click Next or select Primary and Subhierarchy Selection to continue defining an approval unit hierarchy.

   • Select Workflow, and then Approval Unit to edit an approval unit hierarchy.

   Notes:

   • At any time during approval unit hierarchy member selection, you can click Reset to Default Hierarchy to reset it to its default membership defined in the Approvals Dimension page.

   • Shared members are displayed in the primary hierarchy, but are not displayed in the alternate hierarchy. For example, if entity E1 is under parent P1, which is the "primary" hierarchy in the Entity dimension, and if E1 is also defined under another parent P2 in an alternate hierarchy in the Entity dimension, when you try to select E1 to be part of the Approval Unit Hierarchy, the system only displays the E1 that is under P1. If you expand P2, E1 will not be displayed.

2. Define how to display the entities in the approval unit hierarchy:

   • Right-click and select Expand to expand the display.

   • Right-click and select Collapse to collapse the display.

   • Select All Entities to display all available entities for selection.

   • Select Approval Units to display only the approval units that you enabled previously.

   • For Search, select Name, Alias, or Both. Enter any part or all of a name in Search to locate an entity, then click Search Up or Down in the hierarchy.

   • To move from page to page in a multipage approval unit hierarchy, enter a page number in Page and click Go, or click Start (first page), Prev (previous page), Next, or End (last page).

3. Optional: For approval units not included in the default settings for the approval process, check the box to the left of the approval unit name to include it in the approval process.
4. Optional: Right-click an approval unit name to define subhierarchy members for the approval process, and then select one Include/Exclude option:

   • Include Children to include the children of the approval unit.

   • Include Member to include only the approval unit, but none of its descendants.

   • Include All Descendants to include all descendants of the approval unit.

   • Include Generation to include one or more approval unit generations. Specify the generations to include when prompted.

   • Exclude Children to exclude the children of the approval unit.

   • Exclude Member to exclude only the approval unit, but none of its descendants.

   • Exclude All Descendants to exclude all descendants of the approval unit.

   • Exclude Generation to exclude approval unit generations. Specify the generations to exclude when prompted.

5. Take an action:

   • Click Next or select Assign Owners to specify approval unit ownership.

   • Click Save and then OK to save changes and close the approval unit hierarchy.