Add Approval Authority Criteria
Here, you are defining a criterion, based on which a list of active reviewers is displayed on the Approvals tab. For example, a loan application for the amount of $500,000 is submitted for approval.
Approvers A, B, C, and D have a defined limit of the loan amount to approve an application.
| Approver | Minimum Individual Limit | Maximum Individual Limit | Minimum Combined Limit | Maximum Combined Limit |
|---|---|---|---|---|
| A | $200,000 | $400,000 | $400,000 | $600,000 |
| B | $200,000 | $300,000 | $400,000 | $600,000 |
| C | $300,000 | $400,000 | $500,000 | $700,000 |
| D | $400,000 | $600,000 | $700,000 | $900,000 |
A criterion is defined where the maximum combined limit of the loan amount should be >= $500,000. As all the approvers A, B, C, and D satisfy the criterion, they are all displayed on the Approvals tab.
Prerequisites
Before you proceed to define an approval authority criterion, ensure that the following prerequisites are met:
- A process builder is created for approval submission.
- An approval workflow definition is created with the process type selected as complex.
- Entry criteria are defined.
- Reviewers are added.
Steps
To define an approval authority criterion:
After the reviewers are added, the Add Approval Authority Criteria section is displayed.
Select New Execution Criteria.
The New Execution Criteria window is displayed.
Select the Approval record type, and select Next.
The Execution Criteria Detail page is displayed.
On the Execution Criteria Detailpage, perform the following actions:
Field Name Action Sequence The criteria are executed in this sequence. It gets automatically populated. Related Object Select the Application option. Field Name Select the fields for which you want to define the execution criteria
For example, Term, Loan Amount, Financed Amount.
Matching Type Select an operator. Matching Value (Dynamic) Select the search icon and then select the Show all results link.
Select ECR-0000000000.
To save the defined execution criteria, select Save.
Note:You can add multiple execution criteria by repeating steps 4 and 5.
If you have added more than one criteria, then specify the Authority Evaluation Expression in the Approval Definition Edit section.
For example, if you have defined two criteria $1 and $2, then they can be evaluated using either of the following expressions:
If Authority Evaluation Expression= $1 && $2, then the criteria are executed with an AND condition.
If Authority Evaluation Expression= $1 || $2, then the criteria are executed with an OR condition.
To save the defined approval process, select Save.