Rule Group The predefined approval process allows you to create a rule for approving a request by predefined users through defined approval steps. This approval process can be used in a request template or a work order template either before or during their processing. The approver can be a specific user, or a group, position, or role, which includes the option to designate a responsible person or supervisor as the approver. The rule may also include a request to enter a comment for approval or denial. The approval process can be serial or parallel.
In addition to the general fields listed in the documentation section Creating a rule, this approval group includes the following specific form fields:
- Mandatory approval by supervisor – when this option is enabled, this step takes precedence over other approval steps, and denial of this step will result in the entire approval being denied
- Re-approval of a denied request – this option is available in the case of a serial approval process. In practice, this means that in the approval process, in addition to the “Accept” and “Deny” buttons, the approver will also have access to the “Deny, return for completion” button. After clicking this button, a “Complete” button will appear in the denied approval step, which will make the request available for editing. After saving, the approval process will be restarted.
Once this rule has been defined, it can no longer be modified when applied (the rule can be edited at in the list of approval rules). After creating a rule from the “Predefined Approval” group, a new tab titled “Approval Steps” will appear in the rule record.
Defining the approval steps
Through the approval steps, you determine who the approvers will be and how many approvals are required for overall approval or denial, with the entire approval process proceeding sequentially according to the defined steps.
If a rule is configured for parallel approval, the option to specify the Sufficient number of approvals is located at the top of the list of defined approval steps. There are 2 options to choose from:
- All – all approval steps must be approved for the approval to be granted
- Specified number – approving the specified number of steps is sufficient for overall approval (after selecting this option, you must enter the number of steps)
To create an approval step, click the button + next to the section name. Clicking it opens a modal window with a form for entering the required information,
- Approval Rule – this field is automatically pre-filled with the approval rule for which you are defining the approval steps
- Name – brief description of the approval rule step
- Mandatory step – if an approval step is marked as mandatory, a decision on this step is required for the approval evaluation
- Approver – selection of who will be the approver for the given step. The approver can be one or more users, or a combination of different users, groups, positions, and roles—using the logical operators “, or” and “, and also”. If the approver is being represented, the substitute user inherits the approval permissions and can comment on the approval in their place.
- Alternate Approver – in the case of a combination of multiple approver types (using the logical conjunction “and also”), it is necessary to select an alternate approver in case the selected combination of approvers is not met (e.g., if the requester had no superior when selecting the option “Superiors of the requester” and the requester has no superior).
To create an approval step, click the Save button. Clicking the Cancel button closes the form without saving changes. Once saved, the created approval step automatically appears in the list on the Approval Steps tab of the relevant rule. The number in parentheses next to the tab name also indicates the number of steps. Double-clicking on the row of the relevant step, or clicking the burger menu icon 
at the end of the relevant row, will display the option to edit the created step.
