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Edit Approval Rule

Summary

 This guide explains how to edit an existing approval rule, allowing you to update the rule’s name, description, type, steps, and approval levels.

In this article

  •  Before you begin
  • Step 1:  Access the Approval Rules section
  •  Step 2: Edit the approval rule
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have Admin permissions to edit approval rules.
  • Familiarise yourself with the approval rule details that need editing.

Step 1. Access the Approval Rules section

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Approval" to view the list of existing approval rules.

Step 2. Edit the approval rule

  1. Locate the approval rule you want to edit in the list.
  2. Click on the rule to open its details.
  3. Edit the following fields:
    • Name: Modify the name of the approval rule.
    • Description: Update the description to reflect any changes or clarifications.
    • Type: Change the type of approval rule if needed (e.g., Select, Manager, Manager’s Manager, Admin).
    • Add Step: You can add new approval steps if necessary.
    • Approval Level: Change the approval level (Select, Manager, Manager's Manager, Admin) at any step.
  4. Once the required changes are made, click "Save" or "Confirm" to apply your changes.

Frequently Asked Questions (FAQ)

1. Can I edit the approval rule steps?

 Yes, you can edit the steps and approval levels as needed, including adding new steps or changing the approver types.
 

2 .  What happens if I change the rule type?

 Changing the rule type will affect how the approval process is structured, so ensure the new type is suitable for your workflow.

 

3. Can I cancel the edit before saving?

 Yes, if you don’t want to apply any changes, you can cancel the edits and return to the previous state of the rule.
 
 

4. Can I revert an edited approval rule back to its original state?

 Once changes are saved, they cannot be undone. If you need to revert, you would have to manually update the rule again or recreate it.