If Approved Tab

This tab lists the instructions to carry out when a document is approved. This has the default options of sending an email, creating a notification, sending an SMS, or custom script. Some of the record types have their own approval options — for example, an AP invoice can release the invoice from hold or to run another rule.

You can issue more than one instruction when a document is approved. You can release the invoice from hold and send an email to the created by user letting them know that the invoice is approved. You can do this by selecting an option from the dropdown list and clicking the Add button. Greentree Desktop completes all the instructions in the list when the document is approved.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Only on Final approval

If you select this option, Greentree Desktop carries out the listed instructions only when the document is approved at the highest level.

If Approved Description

Lists all of the approval options that apply to this rule.

If Approved

Enter or select the approval option for this rule:

Create a workflow notification - A workflow notification is sent to the parties when the options have been processed.
Custom Script - The options are subject to the instructions in the script.
Run Another Rule - You must select another rule that is run when the approval has been performed. The other rule must be flagged as Called by another rule on the Rule Maintenance form.
Send an Email - A person is emailed the outcome(s) of the rule.
Send an SMS - A person receives an SMS referencing the outcome(s) of the rule.

Only on Final approval

If you select this option, the action selected from the If Approved list is carried out only when the last level of the approval hierarchy is reached.