Rules Overview

The new rules engine allows you to easily build, test, and manage multi-step complex approval workflows for your organization.

 

Creating a Rule

The first step of creating a rule is setting its parameters and criteria. Tell us what conditions you want the request to meet, in order for this rule to apply.

Next, add an action. What do you want to happen when these conditions are met?

You can assign an approver, automatically approve or reject the request, send a specific alert to the requestor or another user, or stop any downstream rules from being triggered. 

Next up, test and sequence. Fill in a mock purchase request and we'll send it off to ensure it goes exactly where it needs to.

The route appears for you to validate.

The order of approval of rules is determined by the order in which the rules are listed. From the rules page or within a test, rules can be dragged and dropped to establish priority. In the above example, rule #1 will run before rule #2.

If you're happy with the rule and order and want to send it off now, you can do so. If you want to save it for later, that's cool too- good job on being proactive!

You don't have to be in the middle of creating a new rule to test one. Click the test button on the Rules landing page to test a purchase request. And don't worry- this is just a test, and you won't be creating a real request.

Editing and Managing Rules

To manage an existing rule, navigate to its detailed view by it by searching for it via the search bar or filters, then clicking on it.

In the detail view, you can:

• Toggle the rule on or off
• Edit the rule
• Test a request’s route
• View edit history for the rule
• View purchase requests which this rule has applied to

Creating a multi-step policy

If you want to create a multi-step approval routing policy (ex: requests > $5000 go to manager 1st, department head 2nd, then finance 3rd), you’ll create three rules and have them activated simultaneously.