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Create question subject rule

To create a Spend Wizard question 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 Spend Wizard Question.

    The Spend Wizard Question Subject window appears. This window lists all the Spend Wizards in Shared Travel Services that are relevant for your organization and can be included in this approval rule.

  4. Click White circle with grey outline to the right of the form(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.