The approval rules are available in the main menu under Approval / Approval Rules. If the item Approval is not found in the main menu, you need to check your permissions for accessing this module.
The header of the approval rules list window displays the number of records shown out of the total number; it also contains controls for creating a new rule and searching using an advanced filter, along with the option to save it. Below is a list of approval rules based on the currently set filter or search results. The list currently displays the following columns:
- ID
- Name
- Rule group
- Location
The list of approval rules also includes the option to edit a created rule—by double-clicking the row of the relevant rule, or by clicking the hamburger menu at the end of the row and selecting the option Edit.
Searching and filtering in the list of approval rules
For effective searching by entering the desired term, you can use the Search field located above the list of approval rules. This so-called full-text search searches in the following columns:
- ID
- Name
If you need to search for rules based on multiple criteria, you can use the advanced search filter, which you can apply by clicking the button + next to the Search field. In this filter, you can specify specific search criteria for the following columns:
- Any column
- Name
- Rule group
Depending on the column type, you can choose between “contains” or “does not contain” conditions for the search term or part of it; for dropdown lists, select one of the available values. You can freely combine and expand search conditions using the logical operators “” AND “” (and) and “” OR “” (or). You can save frequently used or otherwise specific filtering conditions under a name of your choice, and they will be available with a single click above the list of approval rules for future use.
For more information on how to use filters effectively in CDESK, see the following links: Search and Advanced Filters.