Set up an approval engine

To manage the approvals for each of the Task tables in the system, set up an approval engine.

Important:

Classic approval rules have been replaced by the Workflow Studio Ask for Approval action. Use Workflow Studio to create workflow-driven approval logic that is easier to maintain and provides better reporting information.

Before you begin

Role required: none

Procedure

1. Navigate to All > System Properties > Approval Engines.

   The following page appears with the Approval Engine option for each Task table in the system. If the Approval Engine option is greyed out and shows Turn engines off, read the Notes in the same row. The most common reason an approval engine is turned off is that a workflow is managing the approvals on the table. Having the approval engine turned off prevents conflicts with the workflow that could cause a range of issues. If you want to use an approval engine on the table, set the workflow to inactive.

   

2. Select the approval engine option for each Task table from the choice list.
3. Click Save.
   These preferences are saved as system properties that are named glide.approval_engine.<table_name>.