Overview
Often, organizations have approval groups that only need to approve certain deals—they don't need to review every deal sheet. By adding approval criteria to an approval step, that approval step can be skipped unless it meets certain conditions.
Create criteria
Navigate to Configuration Records > KORE > Approval Criteria.
Existing criteria are listed. To add new criteria, click the Create New Approval Criteria button.
Note: The Create and Edit buttons only allow you to set the name and type of criteria, not the actual criteria rules. This is because criteria rules are often too complex to be stored as standard CRM records. Click on the name of an existing criteria if you wish to view or edit its rules.
Then provide a name for the criteria. Set the type to Sponsorship and click Save. (Approval criteria can also be created for use with KORE Suites & Premium, but a single criteria record can't be used by both products.)
After clicking Save (or the name of an existing criteria), you should see the CRM record of the criteria you created. Click the Open Configuration Wizard button to create (or view) the actual rules.
The Configuration Wizard has two sections: Add Criteria and Query.
Add Criteria section
Initially, you begin with a single dropdown list. Open it and select a deal attribute to use, such as "First Season Gross".
Once selected, the rest of the criterion line becomes available. This consists of an operator (math symbols for numeric values, or "IN / NOT IN" for lists) and a comparison target. For numeric values, enter the number in the text field. For other values, open the new dropdown list and check as many list items as you need.
Finally, click the + (plus sign) button to add it to the query. You can continue adding as many criteria as you need.
Query section
Once you have added criteria, the Query section lets you specify which criteria must be met for the overall rule to be considered a match.
For most use cases with more than a single criterion, it is enough to specify "And" if all the criteria must be met, or specify "Or" if only one needs to be met. ("Or" here means "at least one" is met, not "exactly one".) Click the button to change between the two options.
For more complex needs, use the +Add Group button to add a second level to the query. Groups act like parenthesis in a math equation—the innermost groups are evaluated first, then the outer level. (The Configuration Wizard does not support a third level of groups since it would make writing criteria much more error-prone.)
You can continue adding criteria. To change which group the new criterion will be added to upon clicking the + (plus) button, click the vertical grouping line. The currently selected grouping line is green.
Preview and save
Use the Preview button to view deal sheets that would satisfy this criteria. If the list matches your expectations, click the Save button. After saving, you can close the wizard's browser tab (or window) and use these criteria with approval steps.
