Beginner
Manage and Configure Decisions
July 14, 2021
Created by
October 15, 2020
5 min.
Manage and configure the business decisions flexibly for your capital expenditure process with manage decisions.
You will learn
- How to configure an auto approval policy for a decision
Prerequisites
You can view, edit, author, and activate your business decisions using Manage Decisions.
A decision consists of one or more policies, and each policy consists of a collection of rules. It is a part of the live process package and is used to automate decision making of a business process.
You configure the auto approval policy using this tutorial. This policy is used to determine if an approval is required or not, based on the total investment cost. In this scenario, auto approval is enabled if the investment cost is less than 5000.
Step 1: Open manage decisions
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Choose the Process Flexibility Cockpit. Then navigate to My Live Processes section and choose Sample Capital Expenditure Approval Process tile.
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Choose the Determine All Approvers decision.
You are now in the Manage Decisions view.
Step 2: Modify auto approval policy
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Choose the Determine All Approvers decision, then choose Copy to Draft to create a draft version of the decision.
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In the warning dialog, choose Continue.
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Choose the draft version of the decision, and then choose Policies > Auto Approval Policy.
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Choose the Auto Approval rule.
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Choose Edit.
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Modify the text rule value to
5000and Save the changes.
Step 3: Release and activate decision
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Choose Release Version.
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In the Release Version dialog, provide the revision number and description. Then choose Release.
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Choose the decision with the version number from the previous step and then choose Activate.
You have now modified the decision for your package.
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