Migrating an approval matrix to Business Rules

You can migrate an existing configuration of an approval matrix to Business Rules.

  1. Select Monitors & Workflows > Workflows.
  2. Open the workflow model that contains the approval matrix. If the workflow is active, you must deactivate it.
  3. Select the Task Chain step and select the Approval Matrix tab.
  4. In the Task Chain Properties panel, verify if the Simple approval matrix option is selected and click Export.
  5. Confirm the matrix export to Business Rules when asked.
    In Business Rules, a new matrix of type Approval Matrix is created with the name <workflow name>_approvalmatrix. The migrated matrix contains the same parameters as the Simple approval matrix, the same names and the same data types as in workflow.
  6. Review this matrix in Business Rules.
  7. If required, change the matrix name and the parameter names before activating.
  8. Submit the matrix for approval.
  9. Approve and activate the matrix.