Create an autoprocessing rule for approved shift swap withdrawal requests

While approved shift Work period in WFM that has a definite length. swap withdrawal requests can be processed manually, you can set up a rule for the system to process them automatically. An auto-processing rule can be used to approve and deny requests based on the validation rules that you set.

After an autoprocessing rule has been created for an organization, you can copy it to another organization to save time. The copy to organization becomes an owner organization of the rule too (as if the rule was created by the organization).

Procedure

Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Request Management, select Autoprocessing.
On the Autoprocessing list page, click Create New Rule.
On the Create New Autoprocessing Rule popup, click Approved Shift Swap Withdrawal.
In the left pane of the Auto Processing rule form, click an organization.
Optional: Under Apply to sub-orgs, click a sub-org option.
Under Approved Shift Swap Withdrawal Requests affected by the rule your are creating, click one of the options.
Under Autoprocessing Criteria, do the following to set up autoprocessing criteria for approval and denial:
1. Based on the autoprocessing action you want to define, select one of the following check boxes:
  - Approval Criteria
  - Denial Criteria
2. Click one of the auto-processing options.
3. If you selected the option that requires validation rules for the auto-processing criteria, select one or more of the available rules.
4. Repeat these steps until you have completed the auto-processing criteria for all actions that you want to use for this request type.
Click Save.