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Manage and Configure Decisions

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Manage and Configure Decisions
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Manage and Configure Decisions

October 16, 2020
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October 15, 2020
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

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 the decision making parts 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 10000.


Step 1: Open manage decisions
  1. Navigate to the Workflow Management home screen.

    Home screen
  2. Choose the Process Flexibility Cockpit. Then navigate to My Live Processes section and choose Sample Capital Expenditure Approval Process tile.

    PFCCapital Expenditure
  3. Choose the Determine All Approvers decision.

    Manage decisions

    You are now in the Manage Decisions view.

Log on to answer question
Step 2: Modify auto approval policy
  1. Choose the Determine All Approvers decision, then choose Copy to Draft to create a draft version of the decision.

    Copy to Draft
  2. In the warning dialog, choose Continue.

    Copy Confirm
  3. Choose the draft version of the decision, and then choose Policies > Auto Approval Policy.

    Auto app
  4. Choose the Auto Approval rule.

    Auto App Rule
  5. Choose Edit.

    Edit Rule
  6. Modify the text rule value to 10000 and Save the changes.

    Text Rule Value
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Step 3: Release and activate decision
  1. Choose Release Version.

    Release Version
  2. In the Release Version dialog, provide the version number and description. Then choose Release.

    Release
  3. Choose the decision with the version number from the previous step and then choose Activate.

    Activate Decision

    You have now modified the decision for your package.

What is an auto approval policy?
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