Defining a Field Approval Rule

Prerequisites

To define a field approval rule for an approval workflow group chain linkage, you should have:

  • Business Object, Field, and Approval Workflow Chain to be defined in the application.

Procedure

To define a field approval rule for an approval workflow group chain linkage:

  1. Ensure that the Field Approval Rule Criteria section is expanded when you select the Yes option from the Field Approval Rule field of the Main section.
    The Field Approval Rule Criteria section contains the following fields in a grid:
    Field Name Field Description Mandatory (Yes or No)
    Sequence. Used to indicate the order in which the rule criteria should be executed while adding or updating the field value. Yes
    Applicable For Used to indicate whether the rule criteria should be considered while adding and/or updating the field value. The valid values are:

    • Add

    • Update

    • Add and Update

    		 Yes
    Business Object Used to indicate the business object in which the field is included.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Business Object field. On clicking the search icon, the Search Group Based Business Object search window appears.

    		 Yes
    Field Used to indicate the field for which you want to define the approval rule criteria.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Field search field. On clicking the search icon, the Field Search search window appears.

    		 Yes
    Approval Workflow Chain Used to indicate the approval workflow chain that you want to use for the field value approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Approval Workflow Chain field. On clicking the search icon, the Approval Workflow Chain Search search window appears.

    		 Yes
    Value Range Used to indicate whether you want to define value based threshold limit for each approval level.
    Note: This field is enabled when the data type of the field is Numeric.
    		 No
    Hierarchical Used to indicate whether multi-level or single-level approval is required while adding or updating the field value beyond the threshold limit. No

    If the Value Range check box is selected, a grid appears with the following set of fields:

    Field Field Description
    Threshold Value Used to specify the threshold value using which you want to control the approval hierarchy.
    Approval Level Used to indicate the approval level at which approval is required when the field value is within the threshold value.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Approval Level field. On clicking the search icon, the Approval Level Search search window appears.

    Note: The search results will include all those levels which are defined in the approval workflow chain.
    Approval Level Information Displays additional information about the approval level.
  2. Enter the required details in the Field Approval Rule Criteria section.
  3. If you want to define more than one field approval rule criteria for the approval workflow chain linkage, click the Add (The Add Icon) icon and then repeat step 2. However, if you want to remove a field approval rule criteria from the approval workflow chain linkage, click the Delete (The Delete Icon) icon corresponding to the sequence field.
  4. Click Save.
    The approval workflow field rule is defined.

Related Topics

For more information on... See...
How to edit an approval workflow group chain linkage Editing an Approval Workflow Group Chain Linkage