Workflow > Approval rules > Edit/delete approval rule

Edit/delete approval rule

To edit/delete an approval rule:

1. From the main menu, select Administration > Instance Management > Module - Workflow Rules.

   The Module - Workflow Rules screen appears.

2. From the workflow tree diagram, click the rule (one of the light purple boxes) you want to edit.

   The Edit New Rule window appears.

3. Either:
   • Make any required changes and click Save, or
   • Click Delete.

Note: Workflow rules are retained in the database if the rule is referenced by a transaction. They are still marked as deleted and will not be usable for future transactions. Retained rules are shown as [DELETED]_<Date deleted>_<Rule name> anywhere they are referenced. Any child rules and associated rule subjects are also deleted.

Approval rule translations

If multi-language support is enabled for your company and you have the correct administration right (Admin - Company Translations), you can configure your approval rule name in the languages your company instance supports. If a user then changes their language setting via their personal settings, the translated value for the approval rule name is used wherever the approval rule appears in the system.

1. Either:
   • Click to the right of the approval rule on the Module - Workflow Rules screen, or
   • Click the Edit Translation link at the top of the Edit Approval Rule dialog box.

   The Approval Rule dialog box appears.

2. Type translations for each of the supported languages.
3. Click Save.

Note: To set up multi-language support, contact the Spend Dynamics helpdesk: ebsclientservices@bmo.com.