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Manage and Configure Decisions

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
Deeksha-RDeeksha RJuly 14, 2021
Created by
October 15, 2020

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

      Capital Expenditure
    2. Choose the Determine All Approvers decision.

      Manage decisions

      You are now in the Manage Decisions view.

  • Step 2
    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 5000 and Save the changes.

      Text Rule Value
  • Step 3
    1. Choose Release Version.

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