Create Approval Rules · SN Doc Reader

Create approval rules to take approval from various levels of approver users whenever an advanced type of response option is selected.

Before you begin

Role required:

sn_dlir.admin
sn_dlir.analyst and sn_dlir.analyst_read

About this task

The DLP admin defines these approval rules to grant consent on requests raised by end users for the approval of advanced type of response option. DLP admin can also define multiple levels of approval from here.

Procedure

Navigate to All > DLP Administration > DLP Approval Rules.
Click New.
On the form, fill in fields.

Field	Description
Name	Name for the approval rule.
Active	Option to indicate whether the approval rule is active.
Execution order	The approval rule priority. This field indicates the order in which the approval rules are executed when two or more rules share the triggering conditions. The approval rule with the lowest number has the highest priority. To set the order of operation, enter a value. For example, 100, 200, 300, and so on. The default value is 100.
Description	Unique description for the approval rule.
Condition	Conditions in the condition builder. These conditions are based on the DLP incident table. To build a condition for the approval rule, select any of the incident fields. Use the lists and fields of the conditions builder to set the filters for the first row. To add more conditions, click AND or OR. If AND is selected, all conditions must be matched. If OR is selected, either condition can be matched. To set a second filter condition, click New Criteria. For example, you can set the conditions for this incident consolidation rule by selecting the condition as Integration Source, contains, Microsoft.
Applicable for response options	Option to select the response option of type advanced.You can select the multiple response options.
Approver	Select which type of approver user you want to set.- User Table: Select this option if you want to select approver user from the Users (sys_user) table. Custom Approval List: Select this option if you want to configure multiple levels of custom approver for a single request
Approver identifier	This field will appear when User Table is selected for Approver option.Select field to identifier the approver from the Users(sys_user) table.
Number of levels	This field will appear when User Table is selected for Approver option.End number in this field to define the levels of approval. For example, if 3 is added in the Number of levels field and Manager is selected in the Approver identifier field then approval request will traverse to three levels of approval.

The following example shows the approval rule created for one of the advance response options. The condition requires the Integration source name contains the Microsoft keyword that then triggers this configuration.

For the Approver option, select Custom Approval List.
Click Submit.
Approval Levels related list will populate on the form view.
In the Approval Levels section, click New.
On the form, fill in the fields.

Field	Description
Name	Name for the approval level.
Active	Option to indicate whether the approval level is active.
level	The level for the approval rule. This field indicates the order in which the approval levels are executed when two or more levels are configured.The approval level with the lowest number has the highest priority. To set the level of operation, enter a value. For example, 100, 200, 300, and so on. The default value is 100.
Approval Rule	Approval Rule for which you want to define this configuration.This will be read-only field.
Description	Unique description for the approval rule.
Approvals required	Select option to define whether approval from all the configured users/groups are required or only required from any one user.
Approvers	Option to select the approvers. 1. Users and Groups: 1. Users: Add a particular user from the list. You can add yourself or add a user by using their email address or search option. 2. Groups: Click the <add_icon> icon to add a particular group from the list. You can also add a group by using the search option. 2. Find by using script: You can use the script editor to customize and format the field values during the approval level creation. For example, you can use the email address field to identify the approver user.

9. Click **Submit**.

Parent Topic:DLP Incident Response Administration

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title	Create Approval Rules
description	Create approval rules to take approval from various levels of approver users whenever an advanced type of response option is selected.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/security-management/data-loss-prevention/configure-approval-rules.html
release	australia
product	Data Loss Prevention
classification	data-loss-prevention
topic_type	task
last_updated	2026-09-10
reading_time_minutes	7
breadcrumb	AdministerData Loss Prevention Incident ResponseSecurity Operations