Defining Approval Workflow Group Settings

Prerequisites

To define an approval workflow group setting, you should have:

  • Approval Workflow Group defined in the application.

  • Active flag set to Yes

Procedure

To define an approval workflow group setting:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select A and then click Approval Workflow Setting.
    The Approval Workflow Settings screen appears.
  3. Click the Add button in the Page Title area of the Approval Workflow Settings screen.
    The Approval Workflow Settings screen appears. It contains the following section:

    • Main - Used to specify the details for the approval workflow settings.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Approval Workflow Group Used to specify the approval workflow group. Yes
    Approval Chain Selection Algorithm Used to specify the algorithm that will be triggered before creating the approval workflow request.
    Note: This algorithm identifies the approval workflow chain that must be used for the approval workflow group.
    Note: You can search for an approval chain selection algorithm by clicking the Search (The Search Icon) icon corresponding to the Approval Chain Selection Algorithm field.
    		 Yes
    Prevalidation Used to indicate whether validation must be done before the approval workflow request is created. The valid values are:

    • Yes

    • No

    Note: You can search for a prevalidation by clicking the Search (The Search Icon) icon corresponding to the Prevalidation field.
    		 Yes
    Approval Reason Required Used to indicate whether you want the approver to add reason and comments while approving the approval transaction. The valid values are:

    • Yes

    • No

    		 Yes
    Active Used to indicate whether the approval workflow is required for the business objects in the approval workflow group. The valid values are:

    • Yes - Used when you want to activate the approval workflow for the business objects in the approval workflow group.

    • No - Used when you do not want to activate the approval workflow for the business objects in the approval workflow group.

    • Conditional - Used when you want to activate the approval workflow for business objects that satisfy particular criteria (for example, when the person or account belongs to a particular division). Note that, at present, this functionality works only for an approval workflow group which consists of a single business object.

    		 Yes
    Conditional Algorithm Used to specify the algorithm that will be used to determine the business objects for which the approval workflow must be activated.
    Note: This field appears when the Conditional option is selected from the Active list.
    		 Yes
  4. Enter the required details.
  5. Click Save.
    The approval workflow group setting is defined.

Related Topics

For more information on... See...
Approval Workflow Group screen Approval Workflow Group (Used for Searching)
Search Approval Workflow Group zone Search Approval Workflow Group