If your Community has been configured for approvals in Unimarket to be routed by Account Code. Approvals will route to a specific approval chain based on the rules set up on this tab. These rules can be managed individually or in a bulk upload by users with the Community or Approval Administrator roles.
You can read below to find out more information on Rulesets or watch this short video:
Add Individual Rules
- Go to the Administration Module, select Approvals from the left side menu and go to the Rulesets tab
- Click on the name of the Ruleset (e.g. Account Codes) to see all the account code rules, showing which account codes will route to which chains. These rules are applied in order from top to bottom, so it may be useful to have a 'Catch All' rule at the bottom that catches any accounts not mentioned in the rules. You can reorder the rules as you please.
- To add a rule, click the Add Rule button, or Select Add Rule from the More Actions menu on the right of the screen and configure the rule fields.
4. Once you are happy with the rule select Add or, if you would like to add another rule select Add More.
Field Description Format The account code format you wish to apply the rule to. Chain The approval chain you wish to route the approvals to for this rule. Part The parts that make up your account code format. Type Any - Matches anything
Range - Matches values within a range e.g. 101000-102000 (case doesn't matter)
Single Value - Matches a single value (case doesn't matter)
Export and Upload Rules
You can export your current approval rules if you prefer to review and apply changes in bulk. To do this follow the below steps:
- Select Approvals from the Administration module and go to the Rulesets tab, click on a ruleset (e.g. Account Codes)
- Select Export Rules from the More Actions menu on the right of the screen.
- This will provide you with a CSV file of your current rules, conforming to the below format.
Column Header Type Mandatory Length Options Comments Chain Approval Chain Y The name of the approval chain to route approvals to for account codes that match this pattern. Format Account Code Format Y The code for the account code format. Part1Type Value Y ANY, VALUE, RANGE The type of matching to user for Part 1. Part1Value Text N 25 The value for Part 1 when Part1Type is VALUE. Otherwise blank Part1Lower Text N 25 The lower bound for Part 1 when Part1Type is RANGE. Otherwise blank Part1Upper Text N 25 The upper bound for Part 1 when Part1Type is RANGE. Otherwise blank Part2Type Value Y ANY, VALUE, RANGE The type of matching to user for Part 2. Part2Value Text N 25 The value for Part 2 when Part2Type is VALUE. Otherwise blank Part2Lower Text N 25 The lower bound for Part 2 when Part2Type is RANGE. Otherwise blank Part2Upper Text N 25 The upper bound for Part 2 when Part2Type is RANGE. Otherwise blank Part3Type Value Y ANY, VALUE, RANGE The type of matching to user for Part 3. Part3Value Text N 25 The value for Part 3 when Part3Type is VALUE. Otherwise blank Part3Lower Text N 25 The lower bound for Part 3 when Part3Type is RANGE. Otherwise blank Part3Upper Text N 25 The upper bound for Part 3 when Part3Type is RANGE. Otherwise blank - Update the required rule details and save the file in CSV format.
- Select Import Rules from the More Actions menu on the right of the screen.
- Select Browse and locate the file to import.
- Click OK once you have selected the correct file and the rules will start importing.
| Note: All existing account code rules will be deleted and replaced with the content of the new upload file. If you are just adding rules to the current rule set you can also select Export Rules from the Actions menu to export a spreadsheet containing all current rules, make changes to the spreadsheet and then import the updated file. |