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- Navigate to Approvals → Approval Rules;.
- Click New, fill in the form and click Save.
Approval rule start condition
Approval rules perform when the start condition specified with the Approve condition field is met. After defining the Target table, all fields of this table are available in the constructor.
Use non-dynamic and dynamic filter conditions (like is (dynamic) or is not (dynamic)) when composing conditional expressions with the Condition Builder to make your business-rules more versatile. You can create complex AND and OR filters, more than one in one approve condition.
Approval Rules form fields
| Field | Description |
|---|---|
| Target | Specify a table which will be processed by this approval rule (for example, Incident). |
| Approve condition | Create a condition to meet before sending approve tickets. Use the Condition Builder to build a filter that fits your needs. You can create complex AND and OR filters, more than one in one approve condition. |
| Approver | A choice field specifying a category of users responsible for the request approving. Available choice options:
|
| Users | If the Users option was selected in the Approver field, then choose one or more users responsible for the approval process in this dictionary field. |
| Script | If the Script option was selected in the Approver field, then enter the script extending your approval condition. You can use SimpleOne server-side API there. |
| Group | If the Group option was selected in the Approver field, then choose the group responsible for the approval process in this dictionary field. All the group members will have approval tickets to process. |
| Approval abortion rule | In this field, you can specify the condition of the approval request reject. Available choice options:
|
| Count | Specify a limit of the rejected tickets for the approval request reject (if the Set rejected tickets limit option was chosen in the Approval abortion rule field). |
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