Defining an Approval Workflow Chain

Prerequisites

To define an approval workflow chain, you should have:

  • The To Do role and To Do type defined in the application.

  • Action algorithms defined in the application, in case you want to use any of them.

Procedure

To define an approval workflow chain:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select A and then click Approval Workflow Chain.
    The Approval Workflow Chain screen appears.
  3. Click the Add button in the Page Title area of the Approval Workflow Chain screen.

    The Approval Workflow Chain screen appears. It contains the following sections:

    • Main - Used to specify basic details of the approval workflow chain.

    • Approval Levels - Used to specify a level in the approval workflow chain.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Approval Workflow Chain Used to specify the approval workflow chain Yes
    Description Used to specify the description for the approval workflow chain Yes
    To Do Role To Resolve Used to specify the To Do Role to indicate the users who will receive a notification when the approval transactions are rejected by an approver at any level in the hierarchy. Yes
  4. Enter the required details.
  5. Define approval levels for the approval workflow chain, if required.
  6. Click Save.
    The approval workflow chain is defined.

Related Topics

For more information on... See...
Approval Workflow Chain screen Approval Workflow Chain (Used for Searching)
Approval Workflow Chain zone Approval Workflow Chain
How to define Approval Levels for an approval workflow chain Defining Approval Levels for an Approval Workflow Chain