Creating and linking an approval condition
Procedure
1. Go to Approval definitions > Approval conditions.
2. On the action panel, click Add.
The Add approval condition wizard opens.
3. On the first page of the wizard, select the applicable business object (contract, contract line, contract option, property, property details).
4. Click Next.
5. On the second page of the wizard, select the field(s) for which approval is required when making changes.
6. Click Next.
7. On the third page of the wizard, define a filter for each field you selected in the previous step. You can use advanced filter options (AND/OR).
If you go one step back in the wizard, all settings concerning fields and filters will be lost. It is recommended that you first complete the wizard and make any changes afterwards. After completing the wizard you can link additional fields and actions via the Links action panel on the Approval conditions selection level. You can also change the filter options per field. For more information, see Approval condition fields.8. Click Next.
9. On the fourth page of the wizard, select the action(s) for which approval is required.
If you did not select any fields or actions in step 5 and step 9, this means that all actions and fields trigger an approval.10. Click Complete.
You have created an approval condition. Use the following steps to link your approval condition to an approval definition.
11. On the Links action panel, click Link approval definitions.
The Link approval definitions dialog box opens.
12. In the Available section, select the approval definition to which you want to link the approval condition.
13. Click OK to close the dialog box.
You can also create the link between an approval condition and an approval definition on the Approval definitions selection level. On the Links action panel, click Link approval conditions and select the approval condition you want to link.