Preparing to Create Approval Rules

Before you create an approval rule, take note of the following reminders:

Approval Rule Validation

SuiteApprovals validate approval rules based on the following criteria:

  1. The system checks for approval rule uniqueness in the following order:

    1. Name

    2. Priority

    3. Unique combination of the following:

      • Record Name

      • Subsidiary

      • Start Date

      • End Date

      • Status: Running

    Watch the following help video for information about approval rule uniqueness:

  2. The system checks for running approval rules. If there are multiple, the rules are evaluated by priority and activates the one with the highest priority.

    If the system finds an active approval rule with no assigned priority, that rule is used first by default.

  3. The rule checks if the record meets any saved search criteria. The following list explains the possible outcomes:

    • If the rule matches a record, the workflow proceeds.

    • If the rule doesn't match, the system runs the rule with the next highest priority, and continues until a match is found.

    • If no rule matches, the record exits the approval workflow and you must approve the record manually.

Related Topics

General Notices