4.1.1 Process to Create Approval

This topic describes the information about Create a Approval.

For creating an approval, user need to specify details, such as process name and rule.

To create an approval condition:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Approval. Under Approval, click Create Approval.
   The Create Approval screen is displayed.

   Figure 4-1 Create Approval

   
   

   
   Description of the illustration create-approval.png

   
   
3. Specify the fields on the Create Approval screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 4-2 Field Description: Create Approval

   Field Name	Description
   Type	Indicates the type of transaction. Its value will always be Transaction Approval
   Process Name	Indicates the name of process or transaction which requires approval.
   Enable	Toggle to indicate the process is enabled or not.
   Rule	Select the rule condition which decides whether the required transaction should go for approval or not
   Rule Expression	Detailed expression of the selected rule.

4. Perform one of the following action:
   1. Click Save to save the details.
      The Approval is successfully created and can be viewed using the View Approval screen.
   2. Click Cancel to discard the changes and close the screen.

Once the approval condition is created, user can view the same using the View Approval page. Upon creation, the authorization status of the approval condition is Unauthorized and the record status is Open. After an approval condition is created, it must be authorized to be effective in the system.