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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

	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 Order.Cost > 100 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 Release Job Automatic approval and skipping of all further rules at this or any other Organization Level. Reject Job Automatic rejection of this Order/Catalog Item Wait For manager Approval Require manual approval before this item can move further Managers with the appropriate authority will receive emails informing them that they need to login to approve an item. Delegate to next level Skip all other rules at this level, and begin process rules at the next Organization Level. If the current Organization level is the last one, then taking this action will effectively "release" the job.
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.

Create Approval Rule

Order vs Catalog item approval Rules

Creating a Approval Rule

Completing Approval Rule configuration

Expression examples