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Understand the use of fallback rules to ensure approvals don't get stuck and how auto-approval rules can streamline the process for certain cases.
Purpose and Benefits of Business Request Types:
Tracking and Auditing: Business request types provide a structured way to track and audit requests, improving accountability.
Efficiency: By automating routine tasks, organizations can save time and resources.
Role of Approval Workflows in Request Processing: Approval workflows define the sequence of steps that a request must go through before it is approved or rejected. These workflows ensure that the appropriate stakeholders review and approve requests, maintaining security and compliance.
Configuring Business Request Types
Creating Custom Business Request Types: Organizations can create custom business request types tailored to their specific needs. These types define the nature of the request and the associated workflows.
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Approval
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Differentiating Between Global and Item-Specific Approvals: Global approvals apply to all requests of a certain type, while item-specific approvals allow for variations in the approval process based on individual requests.
Approval Flow Policies
Understanding Approval Flow Policies: Approval flow policies are templates that define the approval steps and conditions for specific request types. They serve as a blueprint for the approval process.
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Role of Approval Workflows: Approval workflows define the steps required for request approval, ensuring proper review by relevant stakeholders while maintaining security and compliance.
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Purpose and Benefits of Business Request Types:
Tracking and Auditing: Business request types provide a structured way to track and audit requests, improving accountability.
Efficiency: By automating routine tasks, organizations can save time and resources.
Role of Approval Workflows in Request Processing: Approval workflows define the sequence of steps that a request must go through before it is approved or rejected. These workflows ensure that the appropriate stakeholders review and approve requests, maintaining security and compliance.
Configuring Business Request Types
Creating Custom Business Request Types: Organizations can create custom business request types tailored to their specific needs, specifying request nature and . These types define the nature of the request and the associated workflows.
Setting Up Approval Policies for Request Types: Approval policies dictate determine the approval process for each request type, including approvers and approval conditions.Global vs. . This includes specifying who needs to approve requests and the conditions under which approval is granted.
Differentiating Between Global and Item-Specific Approvals: Differentiating between global approvals (applying Global approvals apply to all requests of a certain type) and , while item-specific approvals (customized per request).
Approval Flow Policies
Understanding Approval Flow Policies: Approval flow policies serve as templates, defining approval steps and conditions for specific request types.
Cascading Logic for Policy Selection: Explaining the cascading logic used to select the most specific approval flow policy for a requestallow for variations in the approval process based on individual requests.
Advanced Workflow Configuration and Business Request Management
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