Editing an Approval Workflow Chain

Procedure

To edit an approval workflow chain:

  1. Search for an approval workflow chain in the Search Approval Workflow Chain screen.
  2. In the Search Results section, click the link in the Description column corresponding to the approval workflow chain whose details you want to edit.
    The Approval Workflow Chain screen appears.
  3. Click the Edit button in the Approval Workflow Chain.
    The Approval Workflow Chain screen appears.

    • Main - Used to specify the basic details of the approval workflow chain. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Approval Workflow Chain Displays the approval workflow chain. Yes
    Description Displays the description for the approval workflow chain. Yes
    To Do Role To Resolve Displays the To Do role to indicate the users who will be sent a notification when the approval workflow request is rejected by an approver at any level in the hierarchy. Yes

    • Approval Levels - Used to specify a level in the approval workflow chain. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Action Algorithm Displays the additional action that you want the system to perform apart from generating a notification when the approver approves or rejects the request. Yes
    Approver To Do Role Displays the To Do role to indicate the users who will either approve or reject the request at this level in the hierarchy. Yes
    Approval To Do Type Displays the type of notification that you want to generate when the approver approves or rejects the request. Yes
  4. Modify the required details in the Main section.
  5. Edit, or remove approval levels from the approval workflow chain, if required.
  6. Click Save.
    The changes made to the approval workflow chain screen are saved.

Related Topics

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