Copying or Editing Approval Rules

To copy an approval rule:

1. Go to Setup > Approval Process Manager > Approval Rule List.

2. Click View next to the approval rule record you want to copy.

3. Click Make Copy.

4. In the Primary Information section, complete the following fields:

   1. Name – Enter a unique name for the rule.

   2. Start Date – Select another date from the picker as needed. By default, the start date is the current date.

   3. End Date – Select an end date.

   4. Subsidiary – Select a subsidiary other than the default value.

   5. Saved Search Condition – (Optional) Select a saved search. You can alternately scroll through the list to look for the saved search or enter the title of the saved search to filter the list.

   6. Priority – Enter the approval rule’s priority.

5. Click Save.

To edit an approval rule:

1. Go to Setup > Approval Process Manager > Approval Rule List.

2. Click Edit next to the approval rule record you want to edit.

3. On the Approval Rule page, do any of the following on the record:

   • Update the record – Make any changes to the approval rule. For more information, see Creating Approval Rules.

   • Inactivate the record – If you don't want this approval rule used in any workflow for the time being, check the Inactive box.

   • Re-activate an inactive rule – Clear the Inactive box. Update any required fields such as start and end dates. Select a saved search if you want to use one. For more information, see Creating Approval Rules.

   • Delete the record – If you want to permanently remove the record from the system, click Delete and then click OK in the confirmation window.

     Note that the system won't let you delete any rule that's currently running.

     Important:

     You can't delete an approval matrix from an approval rule if there's a transaction in Pending Approval that is using the approval matrix.

4. If you're not deleting the record, click Save.

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