You canset up a gating approval via an approval rule.

Before you begin

Role required: admin

Procedure

  1. From the left navigation pane, select System Policy > Approval Rules.
  2. Click New.
    Approval rule
    Notes and limitations:
    1. You can have as many rules as you want on a given table. If more than one rule applies, you will get more than one approver.
    2. You can't get duplicate approvers, for example, if two rules both want Fred Luddy to approve a particular request, the system will only create one approval entry for him.
    3. By default all requests start out in a Not yet requested approval state. Approval notifications will not go out until the request's approval state is set to Requested. You can do that manually, or you can do it in script, but the easiest way to do it is to use the Set State field to automatically set the request to Requested.