Modifying approval rules

You can view, modify, and delete existing approval rules. Use the table of rules on the Rule tab of AP:Administration to filter rules by process, or by rule type.

To filter the list by process type

Open the AP:Administration form and click the Rule tab.
In the Show For Process field, select the name of the process whose rules you want to view; for example, Issue Approval.
The list is refreshed with rules that belong to the selected process.

To filter the list by rule type

Open the AP:Administration form and click the Rule tab.
Clear any process name from the Show For Process field.
In the diagram below the table of rules, click the link for the rule type you want to view; for example, Process Done.
The list is refreshed to show all existing rules of the selected type.

To modify a rule

Open the AP:Administration form and click the Rule tab.
Select the rule to be modified, and click View.
The AP:Rule Definition form opens in Modify mode, showing the current values for the rule.
Modify the rule as needed.
For specific information about fields in the rule, see the Defining-related topic for the rule type.
Click Save.

To delete a rule

Important

The delete operation is permanent and cannot be undone. Check for any rule dependencies before deleting a rule. For example, Self Approval and Completion rules might depend on a Get Authority, Get Authority Regular, or Get Authority Self rule. If the Get Authority rule is deleted, the dependent rule will no longer function as designed.

Open the AP:Administration form and click the Rule tab.
Select the rule to be deleted from the list, and click Delete.
Click Delete and then click Yes when prompted to confirm the deletion.
The rule is deleted and no longer appears in the list of rules.