Approval policies
A monetary approval tier for one company operation, in one currency.
- API name:
procedurepolicies - Domain: Access and approvals
- Modules: Administration
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Name | label | Text I18n | ||
| Role | roleId | Reference | Yes | |
| Module | moduleUid | Constant | Yes | Product module that owns or scopes this row. |
| Record | tableUid | Constant | Yes | Business table this row points to. |
| Procedure | procedure | Constant | Yes | The table procedure this rule applies to. |
| Requirement | requirement | Text | Yes | Approval tier identifier satisfied by this rule. |
| Quote currency | currency | Constant | Value from the table catalog for this field. | |
| Threshold | threshold | Currency | Amount from which approval is required. | |
| Agents need approval | isAgentApprovalRequired | Boolean | Yes | An AI agent or API key always needs a human approval for this tier, even when its role holds it. |
| Tags | tagIds | Tags | ||
| Description | description | Text Area I18n | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Published by | publishedBy | User | ||
| Published at | publishedAt | Date and Time | ||
| Disabled by | disabledBy | User | ||
| Disabled at | disabledAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Actions
What you can do with a record. Every action also sends the webhook event procedurepolicies.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new policy. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this policy. | App · WebMCP · API · MCP · CLI |
| Disable | disable | Turn this policy off for new use. Existing references stay. Enable it again to use it. | App · WebMCP · API · MCP · CLI |
| Enable | undisable | Turn this policy back on for new use. | App · WebMCP · API · MCP · CLI |
| Publish | publish | Make this policy available for use. | App · WebMCP · API · MCP · CLI |
| Block | block | Stop edits and deletion of this policy. It stays visible and can still appear on existing documents. Unblock to edit again. | App · WebMCP · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this policy again. | App · WebMCP · API · MCP · CLI |
| Archive | archive | Retire this policy from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · WebMCP · API · MCP · CLI |
| Restore | unarchive | Return this policy to active lists and actions. | App · WebMCP · API · MCP · CLI |
| Delete | delete | Delete this policy and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |
States
How a record moves from state to state. Archive and block can happen in any state.