Create an Approval Workflow

On the following pages, you can set up approval workflows:

  • Customers List and Customer Card

  • Items List and Item Card

  • Job List and Job Card

  • Production BOM List and Production BOM Card

  • Production BOM Version List and Card

  • Vendors List and Vendor Card

To create an approval workflow

  1. Open the page for the type of approval workflow that you want to create.

  2. On the action bar, choose Actions > Workflow > Create Approval Workflow.

    The Approval Workflow Setup page opens.

  3. Choose Next.

    The fields that must be entered depend on the type of approval workflow.

  4. In the Approver field, choose the person who will provide approval.

  5. If displayed, in the The workflow starts when field, select when the approval workflow will start.

  6. If in the The workflow starts when field, The user changes a specific field was selected, to define the criteria for when the process starts, perform the following steps:

    1. Choose Next.

    2. In the first field, select the field that you want to start the workflow when the field's value is changed.

    3. In the second field, select if the workflow is started when the field value is Increased, Decreased, or Changed.

    4. Enter the message that will be displayed to the user when the workflow starts.

    5. Choose Next.

  7. Choose Finish.

    The workflow is enabled and the Create Approval Workflow action is disabled for the record types to which the workflow applies.

    In some cases, the workflow that is enabled is determined by whether a record is blocked.

    • If on the Sales & Receivables Setup page, the Block Customer on Insert field has a value, the Customer Approval with Unblock Workflow is enabled. If the Block Customer on Insert field is blank, the Customer Approval Workflow is enabled.

    • If on the Inventory Setup page, Block Item on Insert is turned on, the Item Approval with Unblock Workflow is enabled. If Block Item on Insert is turned off and the workflow starts when an approval is requested, the Item Approval Workflow is enabled. If Block Item on Insert is turned off and the workflow starts when a field on the item changes, the Item Change Approval Workflow is enabled.

    • If on the Purchases & Payables Setup page, the Block Vendor on Insert field has a value, the Vendor Approval with Unblock Workflow is enabled. If the Block Vendor on Insert field is blank, the Vendor Approval Workflow is enabled.

See Also

Approval Workflows