---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Approval configuration setup

# Approval configuration setup {#ariaid-title1}

Release version: Brazil  
Updated October 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure deal registration approval rules, trigger conditions, approver groups, and reminders to implement your organization's approval workflow.

## Role Required {#approval-configuration-setup__required_role}

Deal Reg Admin (sn_prm_dr.deal_reg_admin), this role inherits the Approval Rule Admin role, who can configure deal registration approvals. For more information on Advanced Approval
Management, see [Advanced Approval Management](https://www.servicenow.com/docs/69lo3eIylXiFSPVeJXbT2w "The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.").{#approval-configuration-setup__approval-configuration-setup-para-3}

## Configuration setup {#approval-configuration-setup__advanced_framework_docs}

Deal registration approval configuration uses the standard [Advanced Approval Framework](https://www.servicenow.com/docs/69lo3eIylXiFSPVeJXbT2w "The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.") application.{#approval-configuration-setup__approval-configuration-setup-para-9}

1. Create Approval Config: Register the deal entity with the Advanced Approval Framework (performed once per organization).
2. Define Trigger Conditions: Create conditions that determine when approval is needed (for example, deal size less than $1 million).
3. Create Approval Rules: For each trigger condition, define who receives approval requests and in what sequence.
4. Set up Approval Groups (Optional): Define groups of users who can be approvers to simplify rule management.
5. Configure Approvers: Specify which users or user groups are approvers in each approval rule.
6. Set Reminders (Optional): Configure automatic reminders to approvers about pending approval requests.
7. Assign Approver role: Manually assign the Approver role to all users who approve deals.
8. Test the workflow: Create test deals and verify that the approval workflow works as expected.
{#approval-configuration-setup__ol_config_steps}

## Configuration example {#approval-configuration-setup__configuration_example}

Scenario: Your organization requires approval for all deals under $1 million. Approvals should go to the relationship manager for the partner, then to a designated deal reviewer.{#approval-configuration-setup__approval-configuration-setup-para-7}

Configuration includes:{#approval-configuration-setup__approval-configuration-setup-para-8}

* Trigger Condition: Deal amount is less than $1,000,000.
* Approval Rule: When trigger is met, send approval requests to relationship managers, then to deal reviewers.
* Approval Group (Optional): Define "Relationship Managers" and "Deal Reviewers" groups to simplify management.
* Approval Steps:
  * Step 1: Relationship manager approval (user must approve).
  * Step 2: Deal reviewer approval (sequential, after step 1 is approved).
* Reminders: Send approvers a daily reminder about pending approvals.
* Approver Role: Manually assign Approver role to all relationship managers and deal reviewers.

{#approval-configuration-setup__ul_config_example}  
Note:  
Before users can access and work on approval requests, the Deal Registration Admin must manually assign the Approver (sn_adv_appr_mgmt.approval_request_approver) role to each user designated in the approval rules.

## Demo data and templates {#approval-configuration-setup__demo_data}

You must configure your own approval rules and trigger conditions based on your organization's requirements. Demo data for approval configuration is not included in this release.{#approval-configuration-setup__approval-configuration-setup-para-11}