| LIST |
To see a list of available approvals:
- Ask for created approvals
- Ask for assigned approvals
- Ask for all approvals: Created and Assigned
|
- Show me all approvals that are assigned to
me
- List approvals created by me
- Give me all approvals
|
| CREATE |
To create a new approval |
- Create an approval named 'Campaign Approval'
due in 5 days
- Create approval 'Travel Approval' with due
date 2024-12-31 and offer list 'Year End
Deals'
- Create approval 'Expense Report' and assign
to John
- Create 'Budget Approval' approval due in 10
days and assign to Alice and Bob
- Create 'Budget Approval' approval due in 10
days and assign to Alice and Bob in sequential
order
- Create 'Budget Approval' approval due in 10
days and assign to Alice and Bob in parallel
sequencing
- Create approval 'Contract Review' with offer
'Discounted Rate' and assign to 'Charlie' which is
due in 10 days
- Create 'Vendor Agreement' approval with offer
list 'Q4 Promotions' and assign to
Frank
- Create approval with below details: Name:
Auto Car Loan Due date: 31-03/2025 assignee: David
offer: Car Loan1
- If you create an approval without assigning a security
policy, the system assigns the default security policy
to the approval. For example:
Create
approval with below details: Name: Auto Car Loan
Due date: 31-03/2025 assignee: David offer: Car
Loan1 In this case, system
assigns the default security policy to the
approval.
- If you create an approval and security policies have
already been created, the system prompts you for to
assign a security policy. For
example:
Create approval with below
details: Name: Auto Car Loan Due date: 31-03/2025
assignee: David offer: Car
Loan1 In this case, system prompts
you to assign from the available security policies:
Global | Local. Type one of
the available values.
- Creating an approval with the security policy. For
example:
Create approval with below
details: Name: Auto Car Loan Due date: 31-03/2025
assignee: David offer: Car Loan1 security policy:
global In this case, system sets
the security policy mentioned by you.
|
| ASSIGN |
To assign an existing approval to a user or update the due
date of an approval. |
- Assign the 'Expense Report' approval to
John
- Give the approval 'Project Plan' to Jane and
Bob
- Give the approval 'Project Plan' to Jane and
Bob in sequential order
- Give the approval 'Project Plan' to Jane and
Bob in parallel
- Assign due date of 05/01/2026 to approval
Marketing Campaign Budget
- Set the due date for 'Travel Request'
approval to 2024-12-31
- Set the due date for 'Travel Request'
approval to 2024-12-31 and assign to
John
|
| UPDATE STATUS |
To change the status of an existing approval, including
approving the approval or denying the approval. |
- Submit 'Travel Request' approval for
review
- Cancel the review of 'Travel Request'
approval
- Finish the review of 'Purchase Order'
approval
- Approve the approval 'Purchase
Order'
- Deny the approval 'Travel
Request'
- Update approval status to
approved
- Change status of 'Marketing Campaign'
approval to denied
|
| OFFERS |
To add an offer or offer list to an existing
approvals |
- Add offer 'Summer Sale' to 'Marketing
Campaign Budget' approval
- Attach offer list 'Holiday Deals' to 'Year
End Approval' approval
|
