If Rejected Tab

This tab lists the instructions to carry out when a document approval is rejected. Some of the record types can have their own approval options. For example, an AP invoice can run another rule. In the case of the rejection, another rule may have a different set of approvers that only reviews rejected approvals on AP invoices.

You can give more than one instruction when a documents approval is rejected. You can, for example, send an email to the user who created the invoices, informing them that the invoices have been rejected and run another rule to have the rejected invoices reviewed by another person.

Options Reference

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

Only on Final rejection

If you select this option, the items listed in the If Rejected field are processed only when the last level of the rejection hierarchy is reached.

If Rejected Description

Lists all the rejection options that apply to this rule.

If Rejected

Enter or select the rejection 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 option required is subject to the instructions in the script.
Run Another Rule - If you select this option, you must select an another rule that's run when the approval is performed. The rule to call must be flagged as Called by another rule on the Rule Maintenance form.
Send an Email - If you select this option, a person is emailed the outcome(s) of the rule.
Send an SMS - If you select this option, a person receives an SMS about the outcome(s) of the rule.

Only on Final approval

If you select this option, Greentree Desktop carries out the actions selected in the If Approved field only when the last level of the approval hierarchy is reached.