Generate an approval using approval rules
-
- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- Create Workflows
The system can automatically generate an approval request to individuals or groups when specific criteria are met. The automatic generation of approval requests is driven using the System Policy feature.
In the sample below, a change opened in the category network is assigned to the System Administrator:

When an approver is automatically added based on approval rules, the status of the approval automatically defaults to "Requested".
Related Content
- Classic approvals
Classic approvals are a legacy process to require authorization on tasks before the work is done. In earlier releases, you could create approval records to define approval tasks and associate users or groups to approve or reject them.