Creating rules

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You can create a new rule.

Note:
  • Name of the rule should be unique.
  • No selection of a single role will exclude the role from approvals.
  • If no roles are selected for a combination of rules and conditions, it is ignored.

About this task

Complete the procedure to create a new rule.

Procedure

  1. In the Administration application, under Workflow settings (Workflow settings icon), select Rules.
  2. On the Rules grid, Click the Add button.
  3. On the Definition grid, click the Name field and enter the name of the new rule.
  4. Click the Description field and enter a description of the new rule.
  5. Click Next button.
  6. On the Trigger grid, define the valid expression for the rule. For more information, see Expressions in Criteria condition.
  7. On the Conditions (Optional) grid, click the icon and select the Condition one and Condition two. For more information, see Workflow rule condition management.
  8. Click Next button.
  9. On the Export profiles grid, select the available profile and click icon to add profile to rule.
  10. Click Next button.
  11. On the Roles grid, select the available roles and click icon to add role to rule.
  12. Click Next button.
  13. On the Role ranking grid, enable the Rank Roles toggle button to define the ranking.
  14. Click Next button.
  15. On the Role assignment grid, check the checkbox to assign roles for any unique set of conditions.
  16. Click Next button.
  17. On the Global recipients grid, check the checkbox to assign authorised and/or default recipients to roles optionally. For more information, see Workflow manage recipients for Administrator
  18. Click Save and close button to save the rule.