Approval configuration setup

Configure deal registration approval rules, trigger conditions, approver groups, and reminders to implement your organization's approval workflow.

Role Required

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.

Configuration setup

Deal registration approval configuration uses the standard Advanced Approval Framework application.

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.

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.

Configuration includes:

• 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.

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

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.