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Create child transaction type subject rule

To create a transaction type subject rule:

  1. From the main menu, select Administration > Instance Management > Module - Workflow Rules.

    The Module - Workflow Rules screen appears.

  2. Click Right-facing white arrow in purple square to the right of the approval rule you want to add a rule subject to.

    A screen will appear showing all rule subjects that are available for you to use.

  3. Click Child Transaction Type Subject.

    The Child Transaction Types window appears.

  4. Click White circle with grey outline to the right of the transaction type(s) you want the rule to apply to. The icon becomes a red check Red check in white circle with grey outline.
  5. Click Save.