Configuring Business Rules as Approvers for Singletons

This topic describes how to create and apply business rules as approvers for singletons.

Complete the following steps to use business rules as approvers for singletons:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Administration > Approval Routing.
    The Approval Routing screen appears.

    images/download/attachments/131840549/image2022-6-30_9-20-1-version-1-modificationdate-1684338930000-api-v2.png

  3. Click Create Approval Routing Rule.
    The Create Approval Routing Rule screen appears.

    images/download/attachments/131840549/image2022-8-11_10-42-48-version-1-modificationdate-1684338931000-api-v2.png

  4. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Field

    Description

    Grouping Name

    Select a grouping name from the dropdown menu.

    Template

    Click the picker tool to select the template for creating or updating a singleton.

    Though not shown as mandatory, this field must be completed before adding a routing line or the business rule option is not shown.

    * Approval Routing Mode

    Select an approval routing mode from the dropdown menu.

    Auto-Close

    Select this checkbox to auto-close the approval routing rule.

    Complete On First Approver

    Select this checkbox to complete the approval routing rule after the first approver.

    Approval Timeout

    Enter a timeframe in days, hours, and minutes that the approval is valid.

    Auto-Skip 1st Approver If Requester

    If this checkbox is selected and the first approver is also the requester, the first approval line is skipped and automatically approved. If this checkbox is not selected, then even if the requester is the first approver, the requester must explicitly provide their approval. This field is enabled by default.

    Number of Approvers to Approve

    Enter the number of approvers.

Adding a Routing Line with a Business Rule as an Approver

Complete the following steps to add business rules as approvers:

  1. Under the Routing Lines section, click the +Add New Routing Rule Line link.

  2. Enter the details of a new routing line. Fields with an asterisk (*) are required.

    Field

    Description

    *Name

    Enter a name for the new routing line.

    Description

    Enter a brief description of the new routing line.

    Local Org

    Enter the local org using the picker tool.

    *Approver Type

    Select Business Rule from the dropdown list.

    This option is not displayed unless a template for a singleton is selected in the Template field.


    *Approver

    Click to display the Select Approver popup screen. Follow steps 3 to 10 below to configure the business rules and expressions to validate them as approvers.

    When Line Applies

    Select conditions for using the routing line.

    Observer

    Select Yes from the dropdown to set the routing line as an observer.

    Approval Routing Line Mode

    Select a line mode from the dropdown list.

  3. Click in the Approver field. The Select Approver pop-up screen appears.

    images/download/attachments/131840549/image2022-8-5_11-8-13-version-1-modificationdate-1684338931000-api-v2.png

  4. In the * SubContext field, select a subcontext for the selected approver from the dropdown menu.

  5. Click the text in the Expression field to set parameters for validating the business rule:

    images/download/attachments/131840549/image2022-8-5_11-12-12-version-1-modificationdate-1684338931000-api-v2.png

  6. Under * Expression, create custom expressions as needed.

    Refer to the on-screen information to view what you can include in an expression.

  7. Alternatively, select entries from the Data Fields tab in the right pane to use existing expressions.

  8. Click the Functions tab to add conditions such as current date, date format, specific values, and if-else conditions to the validation expression.

  9. Click OK.
    The Create Approval Routing screen updates and appears.

  10. Click the Create button.