Create Approval Rule form

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Field descriptions for the Create Approval Rule form in Advanced Approval Management.

    Table 1. Create Approval Rule form
    Field Description
    Name Functional name of the approver associated with this approval rule, for example, Contract Manager or VP Finance.
    Approval trigger condition Approval condition that triggers this approval rule.
    Approval chain Sequence of approval steps that an approval request must meet before the request is fully approved.
    Order Sequence in which the approval rule is triggered within a set of steps.
    Advanced rule Option, when selected, for entering a script that identifies the functional approver. Only admins can enter an approver using a script.
    Description Brief explanation of the rule. For example the description of the Contract Manager approval rule could be Reviews contracts and terms.
    Active Option indicating that the approval rule is in use. To deactivate the approval rule, deselect this option.
    Approver type Type of approver:
    • User: Specific approval user who can approve a request, such as Contract Manager.
    • Group: A group that can approve a request, such as the Contracts group.
    • Dynamic: An approver determined by the advanced approval engine when an approval request is submitted, based on relationships, roles, or rules provided in the Dynamic approver field.
    Dynamic approver Rule logic that determines the approver dynamically when an approval request is submitted.
    Approval criteria Option that determines how approval requests are handled:
    • All: Indicates all designated approvers must approve the request.
    • Anyone: Indicates that only one approver from multiple approvers must approve the request.
    Auto escalate Option that turns on escalations for the approval rule. Escalation is a mechanism for reassigning an approval request to another approver when the original approver hasn't acted on the request within the defined time set in the Expected days to complete field.
    Expected days to complete The number of days, hours, minutes, and seconds that defines the total time allotted to approve or reject the request.
    Escalation schedule The escalation schedule to be applied. The default schedule is the Approval Escalation SLA.
    Escalation type Type of approver for the escalation:
    • User: Specific approval user who can approve a request, such as Contract Manager.
    • Group: A group that can approve a request, such as the Contracts group.
    • Dynamic: An approver determined by the advanced approval engine when an approval request is submitted, based on relationships, roles, or rules provided in the Dynamic escalated assignee field.
    Escalated assignee The approver designated to act on the approval request instead of the original approver.
    Dynamic escalated assignee Rule logic that determines the escalated assignee dynamically when an approval request is submitted.