Components installed with Advanced Approval Management

Several types of components are installed with activation of the Advanced Approval Management plugin, including tables, scheduled jobs, and user roles.

Roles installed

Role title [name]	Description	Contains roles
Approval rule admin [sn_adv_appr_mgmt.approval_rule_admin]	Manages all aspects of approval workflows. Creates, updates, and deletes approval configurations, chains, approval trigger conditions, approval rules, and approval users and groups.	sn_adv_appr_mgmt.approval_rule_writer
Approval rule writer [sn_adv_appr_mgmt.approval_rule_writer]	Creates, updates, and views approval configurations, approval chains, approval trigger conditions, approval rules, and approval users and groups. An approval rule writer can't delete approval-related items.	sn_adv_appr_mgmt.approval_rule_viewer
Approval rule viewer [sn_adv_appr_mgmt.approval_rule_viewer]	Views approval configurations, approval chains, approval trigger conditions, approval rules, and approval users and groups.	None
Approval request approver [sn_adv_appr_mgmt.approval_request_approver]	Views approval steps and approves approval requests for which they are an approver.	sn_adv_appr_mgmt.approval_request_viewer approver_user (if using My Approvals)
Approval request writer [sn_adv_appr_mgmt.approval_request_writer]	Creates and views approval requests.	[sn_adv_appr_mgmt.approval_request_viewer]
Approval request submitter [sn_adv_appr_mgmt.approval_request_submitter]	Submit only requests for approval. Requesters with this role can submit approval requests but can't change or recall the request, nor view the approval workflow interface.	[sn_adv_appr_mgmt.approval_rule_viewer]
Approval request viewer [sn_adv_appr_mgmt.approval_request_viewer]	Views approval requests.	sn_adv_appr_mgmt.approval_rule_viewer

Scheduled jobs installed

Scheduled job	Description
Approval Reminder Daily Processor	Sends reminders to approvers to accept or reject an approval request.

Tables installed

Table	Description
Approval Configurations [sn_adv_appr_mgmt_approval_configuration]	Details of an approval workflow entity, for example quotes that need approvals.
Approval Trigger Conditions [sn_adv_appr_mgmt_approval_trigger_condition]	Conditions that trigger one or more approval requests. Conditions map to one or more approval rules.
Approval Rules [sn_adv_appr_mgmt_approval_rule]	One or more approval rules associated to an approval trigger condition. Rules define steps in an approval process. A rule can have: Multiple users or groups Dynamic approvers: Approvers determined at runtime from the approval request, based on approval rules that reference fields in the approval record or custom logic.
Approval Chains [sn_adv_appr_mgmt_approval_chain]	A group of approval rules that run in a specified order sequentially. A chain can run one or more rules in sequence. Chains can run in parallel or sequentially.
Approval Users [sn_adv_appr_mgmt_approval_user]	A list of users who can approve requests.
Approval Groups [sn_adv_appr_mgmt_approval_group]	A list of groups that can approve requests.
Approval Reminders [sn_adv_appr_mgmt_approval_reminder]	A list of reminder durations for an approval workflow entity.
Approval Rule Reminders [sn_adv_appr_mgmt_approval_rule_reminder]	A list of reminder durations for approval rules.
Approval Requests [sn_adv_appr_mgmt_approval_request]	The approval request records created when an approval request is submitted.
Approval Steps [sn_adv_appr_mgmt_approval_step]	The approval step records created for an approval request. The records contain the relevant approval rules, conditions, and chain details defined for an approval configuration. The Approval Steps table is extended from the Task [task] table.