Set up a gating approval based on the item being ordered

In addition to adding approvals via approval rules, you can also add approvals based on what kind of item is being ordered.

In addition to adding approvals via approval rules, you can also add approvals based on what kind of item is being ordered. You can, for example, specify that David Loo is required to approve all Blackberrys.

To do so, navigate to the item in question and scroll to the related list of required approvers. There are two lists:
  • Approved By Group: A list of groups that have to approve requests for this item
  • Approved By: A list of users who have to approve requests for this item
Figure 1. Approve list
Approve list

In the example above, all members of the Hardware group and David Loo must approve this request.

Notes and limitations:
  1. As with approval rules, you are protected against duplicate entries. Thus if David Loo is a member of the hardware group, as well as being a standalone approver, he only gets one approval request.
  2. Item-based approved work in addition to rather than instead of approval rules so you can (and probably will) use both.