Create Approval Rule
Order vs Catalog item approval Rules
For the purposes of this writing, we will look at the "Order Approval" rule. However, it should be understood that there is no difference between how Order and Catalog rules are set up.
The principle different is merely that one set of rules is applied to Orders, and another is applied to Catalog items.
Creating a Approval Rule
- Click the "Create Order Approval Rule" as highlighted below.
- A dialog will appear prompting you for information. below is a description of this form.
Completing Approval Rule configuration
![](../Images/approvalRule_Create_screenCapture.png)
Name | Description | |
1 | Rule Name |
The name of this rule. You have a 'description' field, so don't feel the need to cram the entire explanation in the rule Name. |
2 | Rule Description |
Here you have more room to provide an human readable version of the rule you will be defining. In the following image we see a simple "cost" rule name, and the description is displayed in smaller case. allowing non technical people to quick understand the intent of a rule. ![]() |
3 | Rule Criteria |
The search criteria that must be met in order for this rule to take effect. i.e: you could define a rule where any Orders or Catalog Item whose cost exceeds $5,000 must be processed by this rule. Example
Any order whose total cost exceed $100 would meet this Approval Rule's search criteria. See Expression examples for more samples. Expressions The pencil icon represents a field that accepts a JavaScript expression. Read "JavaScript expression" for more information |
4 | Action |
Once the conditions specified in the "rule" are met, how does this rule affect the approval process. Available options
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5 | Approval Alert |
The alert message that should be sent. See Approval Alerts for information on how these are managed. |
6 | Rejection Alert |
The rejection alert content that is emailed to the user if this item is rejected. See Approval Alerts for information on how these are managed. |
7 | Optional comment Alert | An optional comment that will be appended to any messages sent out to the person who submitted the Order/Catalog Item. |
8 | Post Manual Approval Action | ONLY available if the Action to take is set to "wait for Manager Approval" If this boxed is checked, once a manager approves the item, it will skip any remaining rules at the current Organization Level and proceed to the next. |
9 | Create | Click to create your Approval Rule. |