Entering Basic Information

To create an approval rule and enter basic information:

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

2. On the Approval Rule List page, click New Approval Rule.

3. In the New Approval Rule window, choose between the two options:

   • If you want to create an approval rule using the approval rule page, click Use the New Approval Rule page.

   • If you want to create an approval rule using the approval rule assistant, click Use the Approval Rule Assistant.

4. In the Enter Basic Information section, complete the following fields.

   If you're using the Approval Rule page, you will see the Primary Information section.

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

   2. Description – (Optional) Enter a description for the rule.

   3. Record Name – Select the record type to which the approval rule applies.

      Note:

      If you are creating one for the email approval log, see Creating Approval Rules for Email Approval Logs.

   4. Start Date – Select a date when you want the approval rule to start.

   5. End Date – Select a date when you want the approval rule to end.

   6. Subsidiary – Select the subsidiary of records associated with the approval rule.

   7. Saved Search Condition – Select the saved search you want to apply to this approval rule.

      You can also scroll through the list to look for the saved search or enter the title of the saved search to filter the list.

      Tip:

      To avoid issues, you should use a saved search in your approval rule.

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

   Note:

   The next step about exception criteria only applies to approval rules for vendor bills. This is not used in approval rules for other supported record types.

5. In the Exception Criteria, check the box for each exception that you want to use.

   If you want to use all listed exceptions, check the Mark All box. For more information, see Vendor Bill Exception Criteria.

6. To continue with the Approval Routing section, go to Defining Approval Routing Settings.

   If you are using the Approval Rule Assistant, click Next >.

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