Purpose
Use this custom record to maintain setup rows for order approval workflow. Each row controls how the automation should behave for a business scenario.
Key fields
| Field | What it means | Where the value comes from |
|---|
| Name | Label for the setup row | User entry |
| Status | Whether the setup row is active | Controlled list |
| Owner | Person responsible for review | Employee reference |
Behavior
| Area | Setting |
|---|
| UI access | Available to administrators |
| System notes | Enabled |
| Attachments | Enabled |
Operational notes
- Review setup rows after process ownership changes.
- Use system notes to confirm who changed a rule.
This object references:
- Pricing Review Process - connected through the order approval workflow process.
- sales-order - connected through the order approval workflow process.
- vendor - connected through the order approval workflow process.
Technical reference
Record identity
| Item | Value |
|---|
| Record name | Approval Matrix |
| Script ID | customrecord_demo_approval_matrix |
| Object type | Custom Record Type |
| Source XML | Objects/customrecord_demo_approval_matrix.xml |
Project assignment