Defining Dynamic Approvals
This section includes:
Define user lists for dynamic authorizations.
Setting up approval authorizations.
Define dynamic approval paths.
Pages Used to Define Dynamic Approvals
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
Approval Authorization |
EOAW_AUTH |
|
Authorize roles and approvers for dynamic paths. |
Criteria Definition |
EOAW_CRITERIA |
Click theCriteria link on the Approval Authorization page. |
Define criteria for the workflow approver. |
Setup Process Definitions |
EOAW_PRCS_MAIN |
|
Define approval process stages. |
Approval Path Definition |
EOAW_PATH_SEC |
Click the Path Details button or the Details link on the Setup Process Definitions page. |
Set up workflow approval paths. |
User List Definition |
EOAW_USER_LIST |
|
Set up list of users for workflow approval. |
User Profile - General |
USER_GENERAL |
|
Set up user IDs and assign roles. |
Approval Authorization Page
Use the Approval Authorization page (EOAW_AUTH) to authorize roles and approvers for dynamic paths.
Image: Approval Authorization page
This example illustrates the fields and controls on the Approval Authorization page. You can find definitions for the fields and controls later on this page.
If you don’t specify a Definition ID, the authorization is generic. To create an approval authorization for specific definition IDs, you must add a line for each Definition ID.
Select either a role name or User ID. For each role or user, you can configure the criteria and self-approval criteria, using the links provided.
Note: If you activate self-approval on the Approval Authorization page, it replaces the self-approval on static path steps.
Approval Path Definition Page
Use the Approval Path Definition page (EOAW_PATH_SEC) to set up workflow approval paths.
Image: Approval Path Definition page
This example illustrates the fields and controls on the Approval Path Definition page. You can find definitions for the fields and controls later on this page.
Note: When creating criteria within the path that will trigger the approval process to activate, be certain that you set up the final approver as Greater Than so that no gaps occur.