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How to Configure an Approval Policy

Configuring an approval policy for an event or task involves the following steps.

  1. Select an object to test.
  2. Define an approval rule for the object.
  3. For primary objects, decide if this is a conditional evaluation.
  4. Enter the order of policy evaluation.
  5. Configure a workflow process to run if the rule is true.

To configure an Approval Policy

  1. On the Approval Policy screen, select an object for the rule to test from the drop-down list.

    The screen changes to reflect your selection.

  2. From the new drop-down next to the object name, select a condition expression template.

    The screen changes to reflect your selection.

  3. Create and edit your condition expression as required.
  4. Select the Rule Evaluation option button to indicate if the rule is always evaluated, or only if an attribute in the approval condition changes.
  5. Enter a positive integer value to specify the policy evaluation order (in case there are multiple policies for the event).
  6. Select and configure the workflow process that executes if the rule evaluates to true.
  7. Click OK to save the approval policy.

More Information:

How to Configure Policy-Based Workflow for Events

How to Configure Policy-Based Workflow for Tasks

How to Configure Event-Level Workflow