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.
- A history log will be created when an approval step is added.