Creating the processes, rules, and filters
Create the processes and rules that you have designed to carry out your approval process. You must include Process Done rules to make sure that the approval process result is reported to the approval request form when the process is done. See Approval data and forms, Defining an approval process, and Defining approval rules.
You must also create at least one filter that will start the approval process when a requester submits an entry in the approval request form. The filter conditions should cause the filter to run on submit (and possibly on modify). In the If Action tab, enter a Run Process action to run the New-Details application command. This initiates the approval process.
For some examples of filters that start an approval process, see the filters included in the sample applications, such as AP-Sample2:Start Approvals, AP-Sample:Start Cost Approval, and so on. For information about defining filters, see Creating filters. For details about application commands, see Overview of the Application-Command process.
Test your processes, rules, and filters together to verify that the approval workflow operates correctly and covers all possible outcomes of the approval process.