Deploying Approval Rules

To add approval rules to the deployment package and deploy them, follow the steps below.

  1. Create a deployment package as explained on the Deployment Packages page: select Approval Rule in Package Component and click Add.
    A new page displays.
  2. In Name, define a name for the package component.
  3. (Optional) In Description, enter a description for the package component.
  4. In Approval Rules that will be sent, select the approval rules you want to add to the package.
    1. All Approval Rules: all available approval rules are added to the package and sent to the destination environment.
    2. Selected Approval Rules: only the approval rules you select are added to the package and sent to the destination environment.
      To move approval rules from All Approval Rules to Selected Approval Rules, use the right arrow. Alternatively, to remove approval rules from Selected Approval Rules, use the left arrow.
  5. Click Add to Package.
    The package component displays in the Deployment Package Component section on the Deployment Packages tab.
  6. Click Save.
    The package containing approval rules as a package component displays in the grid on the Deployment Packages tab.
  7. Deploy the package as explained on the Deployment Packages page.

Data Sent to the Destination Environment

When deploying approval rules, the following data is sent to the destination environment:

  • approval rules
  • custom approvers selection logic
  • selected approvers
  • delegation of approvals
  • user types
  • companies

New users will not be created in the destination environment for the selected approvers.

More information
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