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Step 2: Add or Edit Approval Rules

Modify the DOA dataset by adding new rows for new rules or editing existing rows to change limits, approvers, or conditions.

Steps:

  1. Enable Editing: Click the Edit dataset rows button (usually on the right side above the table).
  2. To Add a New Rule:
    • Click Add row (usually at the top left).
    • A new, blank row appears at the bottom of the table.
    • Double-click in each cell of the new row to enter the required information:
      • Step Name: A descriptive name (e.g., "Department Manager Approval").
      • User or User Group: Select the approver (User Group recommended).
      • Limit: Enter the financial limit for this approver/group under these conditions.
      • Dimension Columns: Select specific dimension values (e.g., Department = "Sales", Location = "Sydney") that must match for this rule to apply. Leave blank for wildcards.
  3. To Edit an Existing Rule:
    • Locate the row you want to change.
    • Double-click in the cell you need to modify (e.g., Limit, User or User Group, a Dimension value).
    • Enter the new value or select from the drop-down.
  4. To Remove a Rule:
    • Select the checkbox at the beginning of the row you want to remove.
    • Click Remove selected (usually at the top).
  5. Save Changes: Changes are typically saved automatically as you edit each cell or row. Close the dataset editor tab/window when finished. There is usually no explicit "Save Dataset" button.

What Happens Next?

The DOA rules are updated. It's crucial to test these changes to ensure approvals route as expected.

Next Step: Test the DOA Configuration

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