--- title: "Configure Business Rules" slug: "configure-business-rules" updated: 2024-03-07T08:57:13Z published: 2024-03-07T08:57:13Z canonical: "documentation.infinite.com/configure-business-rules" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Business Rules Abstract Product: **Custom Approval Workflow.** ### Configuring Business Rules - **Custom Approval Workflow**includes fully configurable business rules that govern workflows. Criteria for the approval path are based on a number of fields in a requisition or form. - Business rules are built by using expressions that examine data from a req or a form field and evaluate whether a condition you specify is true. If the condition is true, the rule takes a specific action. The condition can consist of a single expression or multiple expressions logically by using AND or OR to connect them. For example, you can create the following rule: If a requisition is created for a job where travel costs are greater than $10,000 and the referral bonus is greater than $5,000, then the req must be approved by all roles up to Senior Vice President. - Adding a business rule to a workflow involves three steps: 1. Creating an expression. 2. Adding an expression group. 3. Specifying possible actions the workflow can take. ### Process #### To create an expression: 1. Access **Custom Approval Workflow** by selecting Menu → Reqs → Custom Approval Workflow and select **the Admin tab**. 2. Select Workflow → Add/ Edit/ Delete business rules. 3. Select a **Workflow type** by using the pull-down menu. 4. Select the **Add business rule** icon. 5. Select whether the business rule is for a **req**or **form**by using the pull-down menu and select **Next**. 6. Enter a **descriptive name** for the business rule. 7. Select a **form field** or**req field** for the rule to process. - The field selected acts as the criteria for the rule. If a form is selected in step 5, a field can be selected from either the form or the requisition. Fields can be compared across forms. For example, a check can be completed that verifies whether the **Base Salary on the Offer form** is greater than the **Base Salary on the req.** 8. Select an **Operator**. - The available operators depend on the field selected. For example, if a text field was selected, such as **Work Location,** the only choice in the **Operator list** is **Equals**. If a numeric field is selected, such as **No. of Positions**, the choices in the **Operator**list include **Equals, Less than, Greater than**, and so on. 9. Depending on the field selected in step 7, specify **a value for the expression to evaluate** **to**or **select another field to compare.** - If a **Select an option** pull-down menu displays, select **an option**from the list and select **Add Expression**. For example, if the field Work Location is selected in step 7, the **Select an option** list contains all of your organization's geographic locations. - If an **empty Value box** displays, **enter a value** or **select another field to compare** with the field selected in step 7. A mathematical function can be added to apply to the value to reach a specified value in the **To field**, or select **an Option.** Options are answers to **Form field** questions. For example, to specify that **Advertising Costs**equal no more than $500 more than **Relocation Costs,** the field Advertising Costs is already selected in step 7 and the operator **Equals**in step 8, select **Relocation Costs** from the **Value**pull-down menu, select **Add**from the **Function to Apply list**, and type **500**in the **To**box. Select**Is this a currency field?** and select **United States of America, Dollar** from the currency types pull-down menu. 10. Select **Add expression.** #### Adding an Expression Group 1. Select **Add expression group.** 2. **Drag the expression** to an expression group. 3. Create as many additional expressions as the rule requires. 4. Arrange the expressions by groups and select the appropriate logical operator, **And**or **Or**, to link them together. When viewing expression group hierarchy trees, select **the plus sign**to expand an expression group. 5. To delete an expression group, drag it to the **Delete expression group** icon. 6. Select **Next**. #### Specifying Workflow Actions Resulting from a Rule 1. In the **Possible Actions** pull-down menu, select the action that occurs if the rule evaluates to **TRUE**. 2. If the action selected in the previous step requires additional details, an **Action Details** pull-down menu displays. Select **an action detail** from the list. For example, if the action **Add all roles up to...** is selected, select the appropriate role from a hierarchical list of approvers. However, if the action **Insert next role in the chain**is selected, no **Action Details**list appears because no further clarification is required. - **Add all roles up to…** adds to the approval list all roles up to the role selectes.**Custom Approval Workflow** moves up the organizational tree by comparing the current approver’s functional title against the Role Ranking. For example, if the role Manager is selected and there are several levels of Manager roles, the system moves through the organization until it reaches the next level of functional role (Director), then inserts approvers with the highest-ranking Manager being the highest-ranking approver in the list. - **Insert next role in chain** automatically chooses the role that is the next level up from the Hiring Manager. - **Insert second next role in chain** automatically chooses the role that is two levels up from the Hiring Manager. - **Insert a user** inserts the BrassRing user selected. - **Insert the manager** inserts the manager from the requisition's STANDARD Manager field. - **Insert the recruiter**inserts the recruiter from the requisition's STANDARD Recruiter field. - **Disable mapped roles**. Mapped roles might be disabled, and hierarchical roles used if, for example, approval for offers with salaries of less than $50,000 do not require the approval of any financial functional roles. A Role Mapping identifies several financial functional roles for the organizational unit combination Company = Acme, Business Units = ALL, and Departments = ALL. If an offer has a salary of $45,000, these functional roles are not required; approval by the organizational hierarchy is sufficient. - **Disable hierarchical roles.** Hierarchical roles might be disabled and mapped roles used if, for example, the custom requisition field requisition Type = Executive - **Insert first match of a role** inserts the first match of the role specifies, searching up your organizational tree, when routing approvals. This action excludes the req creator (prevents users from being asked to approve their own requisitions). In the case of candidate forms, it also skips the creator of the req (to which the form is attached) if the creator is the first match found. 3. Select **Next**. #### Editing Business Rules 1. Access **Custom Approval Workflow** and select **the Admin tab.** 2. Select a **Workflow type** that contains the business rule to edit. 3. Select **Edit** for the business rule to edit. 4. Make changes to expressions, expression groups, and possible actions as needed. #### Deleting Business Rules Deleting a business rule permanently removes it from the system. This action cannot be undone. 1. Access **Custom Approval Workflow** and select **the Admin tab.** 2. Select Workflow → Add/Edit/Delete business rules. 3. Select a Workflow type from which to delete business rules. 4. In the **Business rules** list, find the rule to delete and select Delete. 5. A confirmation window opens. Select **OK**to delete the rule or **Cancel**to leave the rule unchanged.