Importing Approval Rules into Modeling and Production

Approval Rules and their criteria are included in the publishing process from modeling into production, as well as the import process from production to modeling. This enables admins to avoid manually recreating Approval Rules before every feedback period of an upcoming cycle, since they can import the production Approval Rules when creating the model project.

Configuring Approval Rules in Production

To configure this feature, grant end users, admins, and the Align Integration User the following permissions:

Object

Object Permission

Fields

Field Permission

approval_rule__aln

Create, Delete

All Fields

Edit

approval_rule_criteria__aln

Create, Delete

All Fields

Edit

approval_rule_criteria_prod__aln

Create, Delete

All Fields

Edit

approval_rule_prod__aln

Create, Delete

All Fields

Edit

Publishing Approval Rules into Production

When a model is published to production, all of the model’s approval_rule__aln records, as well as each of those records associated approval_rule_criteria__aln records, are published alongside the rest of the models data.

approval_rule__aln records publish as approval_rule_prod__aln records with the following fields automatically populated:

  • approval_rule_id__aln – Populates using the following format:

    field_force__aln.ID::challenge_type__aln::approval_rule_type__aln

  • approval_rule_type__aln – The approval_rule_type__aln field of the corresponding approval_rule__aln record
  • challenge_type__aln – The challenge_type__aln field of the corresponding approval_rule__aln record
  • field_force__aln – The field_force__aln record corresponding to the approval_rule__aln record’s field_force_model__aln record
  • filter_logic__aln – The filter_logic__aln field of the corresponding approval_rule__aln record
  • message__aln – The message__aln field of the corresponding approval_rule__aln record

approval_rule_criteria__aln records publish as approval_rule_criteria_prod__aln records with the following fields automatically populated:

  • aggregate_attribute__aln – The aggregate_attribute__aln field of the corresponding approval_rule_criteria__aln record
  • approval_rule_prod__aln – References the corresponding approval_rule_prod__aln record
  • field__aln – The field__aln field of the corresponding approval_rule_criteria__aln record
  • object__aln – The object__aln field of the corresponding approval_rule_criteria__aln record
  • operator__aln – The operator__aln field of the corresponding approval_rule_criteria__aln record
  • value__aln – The value__aln field of the corresponding approval_rule_criteria__aln record

Creating Approval Rules in Production

In addition to approval_rule_prod__aln records being created as part of the publishing process, users can also directly create approval_rule_prod__aln records and their criteria:

  1. Navigate to the Feedback Approval Rules related list of the appropriate field_force__aln record.

  2. Select Create. See Approval Rules for more information on creating Approval Rules.

Importing Approval Rules into Modeling

When production information is imported into modeling in preparation for the upcoming sales cycle, all of the approval_rule_prod__aln records associated with included field forces also import into the new model.

approval_rule_prod__aln records import into modeling as approval_rule__aln records with the following fields populated:

  • approval_rule_id__aln – Populates using the following format:

    field_force_model__aln.ID::challenge_type__aln::approval_rule_type__aln

  • approval_rule_type__aln – The approval_rule_type__aln field of the corresponding approval_rule_prod__aln record
  • challenge_type__aln – The challenge_type__aln field of the corresponding approval_rule_prod__aln record
  • field_force_model__aln – The field_force_model__aln record corresponding to the approval_rule_prod__aln record’s field_force__aln record
  • filter_logic__aln – The filter_logic__aln field of the corresponding approval_rule_prod__aln record
  • message__aln – The message__aln field of the corresponding approval_rule_prod__aln record
  • production_record__aln – References the corresponding approval_rule_prod__aln record

approval_rule_criteria_prod__aln records import as approval_rule_criteria__aln records with the following fields automatically populated:

  • aggregate_attribute__aln – The aggregate_attribute__aln field of the corresponding approval_rule_criteria_prod__aln record
  • approval_rule__aln – References the corresponding approval_rule__aln record
  • field__aln – The field__aln field of the corresponding approval_rule_criteria_prod__aln record
  • object__aln – The object__aln field of the corresponding approval_rule_criteria_prod__aln record
  • operator__aln – The operator__aln field of the corresponding approval_rule_criteria_prod__aln record
  • production_record__aln – References the corresponding approval_rule_criteria_prod__aln record
  • value__aln – The value__aln field of the corresponding approval_rule_criteria_prod__aln record