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View Approval Rule

Summary

This guide explains how to view the details of an existing approval rule, allowing you to review its name, description, type, steps, and approval levels.

In this article

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

Before you begin

  • Ensure you have the appropriate permissions to view approval rules (Admin or similar roles).
  • Be aware of any active approval rules that are currently applied in workflows.

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 all approval rules.

Step 2. View the approval rule details

  1. Locate the approval rule you want to view from the list.
  2. Click on the rule to open its details.
  3. Review the following information:
    • Name: The name of the approval rule.
    • Description: The description explaining the purpose of the rule.
    • Type: The type of rule (e.g., Select, Manager, Manager’s Manager, Admin).
    • Steps: The approval steps defined within the rule.
    • Approval Levels: The approvers assigned at each step (e.g., Manager, Admin).
  4. Once you’ve reviewed the details, you can exit or navigate to other rules as needed.

Frequently Asked Questions (FAQ)

1. Can I make changes while viewing an approval rule?

No, you can only view the details. To make changes, you will need to edit the rule.
 

2 .  Can I see who created or last modified the approval rule?

This information may be available depending on your platform's logging and versioning settings, but it's typically not displayed within the approval rule details directly.

 

3. How do I know if an approval rule is active?

You may need to check the workflows where the rule is applied or consult your system admin to verify its current status.