---
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


---

# Advanced Approval Management

# Configuring Advanced Approval Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Configuring Advanced Approval Management

The Advanced Approval Management application automates approval workflows for Sales Customer Relationship Management (CRM) entities like customer quotes.
By configuring this application, ServiceNow customers can streamline and enforce business-specific approval processes aligned with company policies.
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## Key Features

* **Environment Setup:** Install required plugins, enable approval functionality, and configure the user interface to prepare the system foundation.
* **Approval Configuration:** Create custom approval workflows by defining conditions that trigger approvals, approval rules that specify criteria and approvers, and approval chains to sequence multiple approvals.
* **Approval Users \& Groups:** Assign individual approvers and approval groups to each approval rule to control who reviews requests.
* **Advanced Workflow Features:** Enable approval request consolidation, escalation, and email reminders starting from release 1.0.1 for enhanced process management.
* **Smart Reapprovals:** Reuse prior approvals for resubmitted requests to avoid redundant approvals.
* **Notifications:** Configure system notifications to keep requesters and approvers informed about approval statuses and rejections, with options for customization.
* **Granular Delegation:** If using Employee Service Management, approvers can delegate approval tasks during absences via configurable delegation rules.

## Configuration Workflow

To set up Advanced Approval Management, follow these steps:

1. Complete environment setup by installing the Advanced Approval Management app and any required CRM plugins (e.g., Quote Management).
2. Create an approval configuration for your targeted Sales CRM entity, defining all approval elements---conditions, rules, chains, users, and groups.
3. Define trigger conditions that determine when approval workflows start based on company policies.
4. Create approval rules and assign approvers or approver groups to each rule.
5. Optionally, create approval chains to manage multi-step approval sequences in a specific order.
6. Set up and customize notifications to communicate approval progress and outcomes.
7. If applicable, configure granular delegation rules to allow approvers to delegate tasks during their unavailability.

Following this configuration process enables ServiceNow customers to implement efficient, policy-driven approval workflows that improve governance and accelerate decision-making for Sales CRM entities.  
Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.

## Configuration overview {#configuring-advanced-approval-management__cf-config-overview-intro}

## Advanced Approval Management configuration overview {#configuring-advanced-approval-management__cf-config-parent-checklist}

Configuring the Advanced Approval Management involves the following sections:

* Environment Setup: Establish the system foundation by installing required plugins, enabling approval functionality, and configuring the user interface.
* Approval Configuration: Create business-specific approval rules, conditions, and workflows for your entities (for example, quotes, orders) that requires approval management.
{#configuring-advanced-approval-management__ul_config_phases}

1. [Install Advanced Approval Management](https://www.servicenow.com/docs/pReJ7YRGCcfrtxrNXpLt~Q "You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").

   You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.  
   Note:  
   The plugin for the Sales Customer Relationship Management application for which you are creating workflows, such as Quote Management, must also be installed.
2. [Create an approval configuration](https://www.servicenow.com/docs/O4D5t0MuBugqqM5g9EANow "Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes.").

   Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes. An approval configuration contains the approval elements that you define to automate approval workflows: conditions that trigger approval workflows,
   approval rules, approval chains, and approval users and groups. Starting with the 1.0.1 release, you can enable certain features for the configuration, namely approval request consolidation, escalations, and email reminder
   features.
3. [Create conditions that trigger approval workflows](https://www.servicenow.com/docs/2xPawIzrq27EROLW78QA6A "Define one or more conditions that apply company policies, such as legal guidelines or pricing rules, to trigger an approval workflow. Also enable the smart reapprovals feature, which allows previous approvals to be used for a resubmitted approval.").

   Define one or more conditions that apply company policies, such as legal or pricing guidelines, to trigger an approval workflow. Also enable the smart reapprovals feature, which
   allows previous approvals to be used for a resubmitted approval.
4. [Create approval rules](https://www.servicenow.com/docs/~llEy6rwkWgYJuw70PZlCw "Define rules for approval workflows. An approval rule identifies the functional approver for the workflow, such as a Finance Manager or Operations Manager. The rule also associates approvers with the appropriate approval trigger conditions, and defines escalation details for reassigning approvals to another approver for the rule.").

   Create approval rules that define the approval criteria and approvers for an approval step.
5. [Create approval chains](https://www.servicenow.com/docs/NQYiZePrN2CVyEMlHlAIRg "Optionally create approval chains that control the sequence in which two or more approval rules (steps) are run.").

   Optionally create approval chains that control the sequence in which two or more approvals are run.
6. [Define an approval user](https://www.servicenow.com/docs/kHPT6VX_lCfz~i00JvN0zw "Define an approver in Advanced Approval Management and the associated approval rule that they review during the approval process.").

   Define the approver and the associated approval rule that they review during the approval process.
7. [Define an approval group](https://www.servicenow.com/docs/Ble~wNabl_j8Ad9s0W~aIQ "Define the approval group, such as a contract or finance group, and the associated approval rule that they review during the approval process.").

   Define the group that can approve requests for a specified approval rule.
8. [Set up approval notifications](https://www.servicenow.com/docs/2FRAJ93JulyMWdidFODpUA "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.") to deliver approval status to requesters and inform approvers of approval rejections.

   You can customize these system notifications if
   needed.
9. [Configure granular delegation rules for an approver](https://www.servicenow.com/docs/WbTmZBYpCBeHgzGc9jnmxg "Set up delegation rules that enable an approver in Advanced Approval Management to assign a delegate who can accept or reject approval requests on behalf of the approver.") if your organization uses Employee Service Management and your approvers want to delegate approval tasks when they're not available or away from work.
{#configuring-advanced-approval-management__cf-config-parent-tasks-ol}

## Configuration workflow {#configuring-advanced-approval-management__cf-config-workflow-diagram}

The following workflow illustrates the end-to-end process for configuring the Advanced Approval Management:

1. Complete all [environment setup tasks](https://www.servicenow.com/docs/7H8Tqzio70_OqyWb7gDiPw "Complete the setup tasks before creating approval configurations and workflows. These prerequisites enable the approval system for a CPQ implementation.") to establish the system foundation.
2. Create an approval configuration for your entity (quote, order, or other Sales Customer Relationship Management entity).
3. Define trigger conditions that specify when approval workflows should be initiated.
4. Create approval rules that define approval criteria and assign approvers.
5. Optionally create approval chains to orchestrate complex multi-step approval sequences.
6. Assign individual approvers and approver groups to approval rules.
7. Configure system notifications to inform requesters and approvers of approval status.
8. Configure granulation delegation if your organization is using Employee Service Management and your approvers want to delegate their approval tasks to another employee.
{#configuring-advanced-approval-management__ol_workflow_steps}