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Author's profile photo Boris Milosevic

Step2 – Rule Creation with CRM_UI – Approval Procedure

This blog is child blog  of the below blog:

ZMCR – Custom 3 Step Approval Procedure

, but can be solo guide for the Rule creation as well. 

To create rule policy for the newly created app procedure you should start CRM_UI transaction with the proper transactions/wp-content/uploads/2013/10/2013_10_03_15_56_14_294831.jpg

our final rule will look like is presented below:


we should create rule for each our app. Step this means this will lead  that for each process you should corresponding Partner Function like is presented in the above picture. SDCR0002 Change Manager, SDCR0003 Change AB, SDCR0004 Quality Manager,

To create its own App procedure Rule  you can follow below process example:

Clik on the “New” button on the below screeen.


then in the next screen in the Context you will choose Approval management, and in the Rule police you will put the rule name in our case Proba_boris1


then you will get next screen


then click on the Draft Rules , and again click on the  “New” Icon again


in the Rule folder details you can enter rule description , and again you can click on the New button again.


in the red square box you can start creations of the rule itself :


if your approval procedure is Z01 and if your Approval Step is Z_step_02, and if your Approver is empty, then put as the Partner Functions – Change Advisory board that you entered in the RfC input screen:

After you finish with the Rule you must Release Draft Rule like is presented in the left part of the Rule editor.


after you release you rule it should looks like the above. It should have green traffic light.

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