Approval Rule New Record form

Use the Approval Rule New Record form to create an approval rule for the approval level for a policy record.

Tabela 1. Approval Rule form

Field	Description
Name	Name of the approval rule. For example, Approval rule 1.
Description	Brief description about the approval rule.
Active	Option to mark the approval rule record as active.
Source	Source table that the approval rule is applied to. Optionally, you can apply an additional condition on the source table. Select a field to filter the source records based on the Applies to table that is to be filled in the approval configuration.
Additional condition	Additional filter condition that can be applied on the source table.
Query using field	Field that connects the approving table and the source table.
Approver type	Type of approvers for the policy. See the following options for approver types. Specific approvers: Select users as approvers by selecting Users, Group, or both. Approver from source: Select approver from the source table. You can select a user column, group column, or both from which to read the approver. Dynamic approvers: Select approvers dynamically from the approver table by applying static and/or advanced dynamic conditions. You can select a user column, group column, or both from which to read the approver. Scripted approvers: Write a script to determine approvers. Variables users and groups are used in the script. Nota: For security reasons, the Approver Configurator developers have read and write access to the Script field on the Approval Rule form. For more information on setting up the approval rules, see Set up an approval rule for the approval level.
Approval required from	One or more stakeholders from whom the approval is required.
Approver type (Approvers selected for the record)
Option 1: Specific approvers	When the Approver type is Specific approvers, the approvers are as follows: Users: User reference or list of approvers from the approver table. Group: User group reference as approver from the approver table.
Option 2: Approver from source	When the Approver type is Approver from source, the approvers are as follows: In the Approval required from field, the available options are: All Anyone In the Approvers section, the available options are: Approvers from User field Group field
Option 3: Dynamic approvers	When the Approver type is Dynamic approvers, the approvers are as follows: In the Approval required from field, the available options are: All Anyone In the Approvers section, the available options are: Approvers from Filter by Advanced User field Group field
Option 4: Scripted approvers	When the Approver type is Scripted approvers, the approvers are as follows: In the Approval required from field, the available options are: All Anyone In the Scripted approvers section, the custom script for the approval configuration is displayed. Nota: Only users with a developer role can modify the custom script.