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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create approval rules

# Create approval rules {#ariaid-title1}

Release version: Australia  
Updated March 26, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

## Before you begin

Role required: sn_adv_appr_mgmt.approval_rule_admin or sn_adv_appr_mgmt.approval_rule_writer  
Note:  
To use the Advanced rule option to define the functional approver using a script, you must have the admin role.

## About this task

Approval rules define the approvers for the rule, associate the trigger conditions to the rule, and provide escalation rules for the rule if escalations are enabled in your configuration. The escalation feature enables you to reassign an approval request to another approver when the original approver does not approve or reject a request within a timeframe that you define.  
Note:  
If you have the admin role, you can use a script to identify the functional approver for the rule. For details, see the [Create Approval Rule form](https://www.servicenow.com/docs/DUKGI8hLBhZ6ICaKnjS55A "Field descriptions for the Create Approval Rule form in Advanced Approval Management.").

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to Advanced ApprovalsApproval Rules.
4. Select New.
5. On the Create New Approval Rule form, fill in the fields.  
   For field descriptions, see [Create Approval Rule form](https://www.servicenow.com/docs/DUKGI8hLBhZ6ICaKnjS55A "Field descriptions for the Create Approval Rule form in Advanced Approval Management.").
6. Select Save.

## Result

The approval rule, when used in an approval workflow, is depicted as a step (card) in the workflow interface. The card provides details of the rule and approvers in the approval step. You can also review the steps in an
approval configuration by navigating to Advanced ApprovalsApproval Steps in the workspace.

## What to do next

[Create approval chains](https://www.servicenow.com/docs/4bpxoHfUpKZmOiJKR2rVtA "Optionally create approval chains that control the sequence in which two or more approval rules (steps) are run.") (optional).

*[\>]: and then