How To Add A Catch Them All Rule

The system will not make sure that all levels have an approver of its own accord. So, in order to avoid ending up with an order with no final approver, the first rule you create should be a “catch them all rule”, which will ensure that all levels have an approver if all other rules fail to populate the levels.

1. Click the [Add New Rule] button in the top grid menu bar

2. Give the rule a name

3. Enter a rule rank. The rule “Rank” will represent the order rules are considered when looking for a level approver, the lowest rule rank is considered first and the highest last. Enter a high value to ensure that this will be the last rule to be considered

4. Double click each of the approval levels and select a specific “user” or “role” in the grid on the “Default approvers” sub tab. (roles will be described later in this document)

5. Since this “catch them all” rule should catch all orders we can leave the “condition” list on the “condition” sub tab empty. This will ensure that if an order should pass through all the rules and one of the approval levels does not have an approver, the missing level will be assigned an approver from this rule.

6. Click [Save & Close] for the rule

7. When you have created the “catch them all” rule you have entered the minimum requirement for the rule-based approval matrix to work. With this one rule, the rule-based approval matrix is in principal mimicking the functionality available in the older “approval level matrix” that has been available in TM Master.