Establish Approval Routing
Explanation
Use this activity to create an approval process and connect it to a document
or a business object. Approval steps for a business object or a document can
be established by entering them manually or by copying them from a predefined
approval profile. Multiple approval profiles can be copied to an object. If
required, you can enable a security checkpoint to authenticate the user before
he approves the step.
Attachments panel can be used to connect an approval to
an object. For a document revision approval step can be connected from the
Approval tab and an approval template can be connected using both
Approval tab and Approval template field in Development
tab.
Prerequisites
- The Approval Routing service must be enabled for a document or business
object in the Object Connections window.
- When creating a new step in the approval routing, the approver must
first be registered in the
Persons
window.
- If an approval group is used, that group must first be registered in
the Document Basic/Person
Group tab.
- An approval profile must exist to enable the Copy Approval Template
command.
- A user must be connected to the person who should approve the step.
- For approval process e-mails to be sent, an event has to be created
in the New Event Action window. This function uses the email
address defined in the Create New User window.
System Effects
- If Copy Approval Template is used, the approval
steps in the profiles are appended to the existing steps.