Tutorial: Manager Approval for Large Purchase Orders#

In this tutorial, you will visually construct a rule that blocks submission of Purchase Orders above $10,000 unless manager approval has been recorded.

Scenario Overview#

Business Goal: Prevent unauthorized large purchases by enforcing manager sign-off prior to submission.

• Target DocType: Purchase Order
• Trigger Event: DocType Event -> Before Submit
• Visual Nodes: Start -> Check (Value) -> Check (Approval) -> Stop / Error

Step-by-Step UI Instructions#

Step 1: Create the Rule Document#

1. Go to FlexiRule -> Rule List -> New.
2. Set Rule Name to PO - Manager Approval Threshold.
3. Set Document Type to Purchase Order.
4. Set Trigger Event to Before Submit.
5. Click Save and open the Rule Builder.

Step 2: Check Purchase Order Value Threshold#

1. Connect a Check node from the Start node.
2. In the Check configuration panel:
   • Click the left value field and type @ to open the Smart Value Selector.
   • Search for Grand Total and select Purchase Order → Grand Total.
   • Set Operator to Is Greater Than.
   • In the right value field, enter 10000.

Step 3: Check Manager Approval Status#

1. From the True outbound port (orders > $10,000), connect a second Check node.
2. In the configuration panel:
   • Click the left value field, type @, and select Purchase Order → Manager Approved.
   • Set Operator to Equals.
   • In the right value field, select or enter No (or 0).

Step 4: Add Stop / Error Validation Message#

1. From the True outbound port of the second Check node (orders > $10,000 AND not approved), connect a Stop / Error node.
2. In the Stop / Error configuration panel:
   • Set Mode to Error (Raise Validation Error).
   • Set Title to Approval Required.
   • In the Message field, type Purchase Order , type @ to select Purchase Order → Name, and append exceeds $10,000 and requires Manager Approval before submission..

Step 5: Verify Logic Flow#

1. Click Test Run in the header action bar.
2. Test a $5,000 Purchase Order -> Execution bypasses checks cleanly.
3. Test a $15,000 unapproved Purchase Order -> Execution halts at Stop / Error.
4. Enable the rule and save.