Previous Topic

Next Topic

Book Contents

Book Index

Define Approval Configuration for a Business Object

Use the Advanced page of the Approval Editor to define the Approval configuration for a Business Object. This is typically done after defining an Approval Relationship and Approval Block ID field, but before creating Approval Blocks. When you define an Approval configuration for a Business Object, you select:

To add Approvals to a Business Object:

  1. Open the Approval Editor.
  2. Click the Advanced page.

    Approval Editor Approvals Page

  3. Define the Approval configuration for the Business Object:
    1. Relationship Holding Approvals: In the drop-down, select the Approval Relationship you created.
    2. Field Holding Description: In the drop-down, select the Field in the Major Business Object that will contain the description of the Approval.

      Note: If you are using OOTB content, this Field is called Description.

    3. Field Holding ID of Selected Approval: In the drop-down, select the Approval Block ID field you created.
    4. Generate Approvals: In the drop-down, select an option for initiating the Approval to be created:
      • When trigger condition is true: Select this option to generate Approvals based on the trigger condition.
      • When record is saved: Select this option to generate Approvals when the Major Business Object record is saved and the trigger condition occurs.
  4. Click OK.
  5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

See Also

Add an Approval to a Business Object

Define an Approval Relationship

Define an Approval Block ID Field

Define Approval E-mail Settings

Create/Edit an Approval Block

Define Multi-Level Approvals