Approval for each phase in task

Hi Everyone
I am using task list to create Projects. I have field named - "Phases" with values of Planning, Monitoring, Executing, Closing.
I want to have approval for each phase from approver. Need suggestions on how do I show each approval for each phase for project? Should I create different fields for each approval? I can create approval workflow so that when user change phases it will send
out an e-mail to approver, but how user will know which approval is for which phase while looking at project item in the list.
Your suggestions are appreciated.
Thanks

Hi Swetha,
For your situation, once any phase is approved, you could send an email to notify task creator the certain phase is approved.
If you need to let users who can access the item know the approved phases, you might add some other fields in the list. For example, add the multiple choices that has:
Request Initiation
Initiation approved
Request Plan
Planning phase approved
Request Closure
Closing phase approved
And add an extra action in workflow to change the field's value per the approve status.
Regards,
Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Similar Messages

  • Activities for each phase in Sales Methodology for Opportunities

    Hello Gurus,
    I want to configure certain activities around each phase for sales methodology in Opportunity. eg phase 1 identification, if there cud be series of aactivities like calling up a customer, setting up appointment, etc  which if configured becomes a part of sales assistant and pops up as planned activities for that phase, it how do I configure this?
    Thanks in advance.

    Hi Swetha,
    For your situation, once any phase is approved, you could send an email to notify task creator the certain phase is approved.
    If you need to let users who can access the item know the approved phases, you might add some other fields in the list. For example, add the multiple choices that has:
    Request Initiation
    Initiation approved
    Request Plan
    Planning phase approved
    Request Closure
    Closing phase approved
    And add an extra action in workflow to change the field's value per the approve status.
    Regards,
    Rebecca Tu
    TechNet Community Support
    Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
    [email protected]

  • Managing a set of documents that require approval, for each project stage

    Good day to all,
    I am new to SharePoint but I have dived in head first due to my job.
    The users I am dealing with need a solution where they can upload a specific set of named document types (example: project charter, site plan, schedule, costing approval, designs) but all documents will be scanned to PDF before being uploaded. Every stage
    will have its own set of documents with the same named document types. Each document has to be checked and the approved.
    I know I can use a workflow for the check and approve part.
    What I don't know is how to create a "blank" document set for uploading PDF files. In other words, I envisioned that I would have a document set of sorts where I can enter common information such as the Project Number, and the Project stage, and
    then I would have multiple upload fields that are named by the types above (project charter, site plan, etc.) so that the users will know exactly what documents are needed to complete the document set.
    Can anyone assist me in find a solution?
    Thanks and best regards.

    Hello,
    One thing to note is that the document set content type in SharePoint is analogous to a folder; you don't specify upload fields on the document set, but users can upload any number of documents to the set once it is created. You can have fields of information
    on the document set, and different fields of information on the documents within the set.
    With that in mind, the best way to accomplish what you're looking for may be to have columns on the document set that indicate which required documents have been uploaded.
    Document Set content type columns:
    Project Number (text)
    Project Stage (choice)
    Project Charter Complete (yes/no)
    Site Plan Complete (yes/no)
    Schedule Complete (yes/no)
    Costing Approval Complete (yes/no)
    Designs Complete(yes/no)
    Document content type columns:
    Document type (choice)
    It can either be a manual step so that when a user uploads a document, they then mark the corresponding yes/no checkbox, or it could be automated with a workflow.

  • Send different different email templates to the approver for each level

    Hi,
    I have implemented 4 level sequential BPEL approval flow,
    And I have 4 email templates corresponsding to each approval level.
    Now, how to send these different email template upon reaching to different approval level.

    Good afternoon tedkord,
    Welcome to the forum! I’m sure you were very excited to get your hands on the Samsung Galaxy Note 4 after its release. It is disheartening to hear that your experience with the $200 gift card trade-in promotion may have gone so awry due to some misinformation.
    It is true that a 2-year agreement or installment billing agreement is required to qualify for this promotion. Our associates and agents should have all of the necessary information available to provide our customers with accurate and transparent information. It certainly seems like this may not have occurred during your interactions. I apologize if this is not what you were advised when you inquired on multiple occasions in regards to your desire to purchase the phone at full retail price.  
    I am sorry if this was not the news you were hoping for when you reached out to us on the forum. I hope that in the future you will give us the opportunity to provide you with a better experience, and that this particular experience has not influenced your future shopping destination.
    If you should have any questions, please let me know.
    Respectfully, 
    Tasha|Social Media Specialist | Best Buy® Corporate
     Private Message

  • IProcurement approver for each line

    When creating requisition (that could consist of many lines) one of the steps is to see mandatory approvers and add additional approvers.
    However, all approvers are for the whole requisition.
    I cannot find out, whether it is possible somehow to define that everey approver can see - which line is devised to him to approve.

    Sorry, AME is oracle approval management. It is a method to create custom rules for different scenarios with specific groups.
    THe workflow process would appear to be a more secure/easier method and you could also utilise Oracle Application Framework to allow for information on the various lines to be validated prior to submission in that only scertain people can approve certain lines. A bit complicated, but can build in the validation prior to submission.

  • Approval for frame work PO

    Hello Friends,
    we want clarify that why we need approval for Frame work PO .?
    Scenario is :- while creating the PO we already take approval from the Managers or any responsible person.But while booking the IR  in Miro we have to take approval for each invoice booking in this lot of time is getting waste so can any help us in this please.
    thanks

    Hi Ranjeet singh ;
    If you take approval for PO , you should not need any approvel in invoice verification (miro) .
    I quess that you take approval in miro so inconsistency option in invoice.
    You can control po and miro consistensies with m8 system messages and tolerances.
    Please look at document --> M8 messages for incoming invoices with tolerances
    Regards.
    M.Ozgur Unal

  • Specify duration for each assignment stage in an approval task - sharepoint designer workflow

    HI
    I am trying to create an approval workflow in sharepoint designer. How do I configure different duration for each participant in a approval task .?

    I had a similar issue. Best way I found was to go into the 'Before a Task is Assigned' of the task and then Set Task Field Due Date - to the date needed.  If you need to get into specific time of the day, it presents additional issues.  First the
    workflow doesn't have a 'current time' function.  If the task is being created at the start of the workflow, you can use Workflow Context Date/Time started and calculate from there.  If you are adding a task, or the
    task is occurring after a previous task, you can make a workflow field and on the 'When a Task Completes - assign it the value of Current Task Last Modified.  Also, it seems their is bug where it doesn't recognize the
    time-zone correctly when you update the Due Date in the workflow process.  So if you see unexpected results for the time in the duedate value, may have to adjust for however many number of hours your timezone is from GMT.

  • Difference in completion deadline for tasks which are parallel for each

    Hello Everybody,
    We have critical problem wherein we have set a completion deadline for a task against a human activity which is parallel for each but in the runtime, a difference of 1 second is appearing for the parallel tasks generated.
    We have raised a COMPLETIONDEADLINEISCRITICALEXCEPTION and if the deadline is met we are executing an ABAP RFC for auto approval.
    The automated step for executing the RFC is also parallel for each. When the tasks are created only one gets cancelled on completion of deadline while others get suspended. I am assuming this is happening because of the difference of 1 sec in the completion deadline for parallel tasks in the runtime.
    This is very critical and i request all you to please provide your inputs.
    Thanks & Regards
    Gaurang Dayal

    Hi Guarang,
    Do you expect that all the parallel tasks are instantiated at exactly the same point in time? That is an unrealistic expectation....
    First off, the Par Foreach doesn't spawn multiple threads, it executes each 'parallel' action in sequence in the same thread. Parallel in this context means all the actions (Task initiation) will occur and a process token will stay at each Task. For the token to pass the subsequent merge ALL the parallel tasks must be complete (all tokens must arrive at the merge). So you won't ever get all the tasks initiated at EXACTLY the same time.
    Further, even if the BPM kernel did spawn multiple threads (and there are very good reasons it won't!) it is rather unlikely that in these different threads you would for sure get all the initiations at EXACTLY the same time.
    If it's important that you get the task completion deadline the same in all tasks you should get a suitable timestamp in a mapping step which precedes the split and then set the deadline explicitly using that value when the task is initiated - i.e use a specific time value not an offset time value.
    An FWIW you should read and understand the documentation on Boundary Events so that you can know what to expect when one is fired and you know how to handle them.
    regards, Nick

  • Separate project for each ADF task flow?!

    Hi,
    We have a BPM process application which is having a few human tasks. The form for each of the human tasks is similar. We’d like to be able to share some page fragments or code between them and create single web application to handle all the human tasks for this BPM process application. Then I found the following in the Oracle document “Developer’s Guide for Oracle SOA Suite 11g Release 1 (11.1.1.4.0)”:
    “If the SOA composite contains multiple human tasks, create a separate project for each ADF task flow associated with each human task.”
    I wonder if we have to do that and if so, what is the reason.
    Do you have any clue? Please help.
    Thanks a lot,
    Helen

    This is answered in SOA forum: Re: Why Dev Guide says "create a separate project for each ADF task flow ..."

  • Why Dev Guide says "create a separate project for each ADF task flow ..."

    Hi,
    We have a BPM process application which is having a few human tasks. The form for each of the human tasks is similar. We’d like to be able to share some page fragments or code between them and create single web application to handle all the human tasks for this BPM process application. Then I found the following in the Oracle document “Developer’s Guide for Oracle SOA Suite 11g Release 1 (11.1.1.4.0)”:
    “If the SOA composite contains multiple human tasks, create a separate project for each ADF task flow associated with each human task.”
    I wonder if we have to do that and if so, what is the reason.
    Do you have any clue? Please help.
    Thanks a lot,
    Helen

    Hi Helen
    1. I do not know the reason why they mentioned like separate project for each human task. NO, this is not required and we can have just one UI Project like MyTaskForms and have all the JSPs in this same project for each Human Task.
    2. On our side, we have like 10 Human Tasks, all using the same Payload. So we have 10 .task file. For the very first .task file, we used Auto Generate Project and gave project name like OurAppTaskForms. The reason we did this is, so that it adds all the required dependent libraries, tag libs etc properly. For all remaining 9 .tasks file, we did NOT use auto generate. Instead we used standard New -> JSF From Human Task and select one task at a time and follow the steps. These steps are covered in the online documentation. At the end in our BPM App, we have just one UI Project with all the 10 screens.
    3. ALSO, all the 10 screens have some common data. This we put in a reusable JSF Fragment page. And associated a custom Managed Bean for this to set and get values from this fragment and also some Actions for some buttons in the JSF. Then we included this JSF in each taskform jsf file, uisng the include tag. We added this include tag, somewhere in the top. So all screens share common jsf fragment page.
    4. We can refine the above stuff further. As per above, we still have 10 JSF screens for each one of the 10 .tasks. Ofcourse all these 10 jsf have same common jsf fragment. BUT instead of 10 individual jsf screens, we can have only ONE Jsf screen also. Refer online docs for the details. The challenging part is, since we have only one jsf, there may be some bussiness stuff, validatoin stuff to take care of in custom ValidationCallback Handler classes. Say for Task1, we had to show some buttons, but NOT for Task2. So we had to handle this logic. Also in validation call back, we can always get each Tasks, title also. So we can workaround this issue also. We are in the process of doing this right now. But first 3, we already did and they are working fine.
    My personal suggestion is first go with single jsf fragment and include in all tasks jsp files. Any changes to common elements need to make only in one place i.e fragment page.
    Thanks
    Ravi Jegga

  • For Each Loop for XML Task

    Hello Everyone,
    Please assist with a step by step guide on how to setup a For Each Loop for XML Task
    I'm trying to convert XML to XSLT
    I have tried more than 10 times and i just do not know what i am doing wrong - no error, my package just runs for a few seconds but nothing happens
    Thanks in advance
    Dee

    I managed to get my XML to XSLT to work but now when i run my package to import the data into SQL table,
    it stops after a few records, i get the following error: 
    [XML Source [1]] Error: The component "XML Source" (1) was unable to process the XML data. The element "Errors" cannot contain a child element. Content model is text only.
    Please assist
    Check this:
    http://social.msdn.microsoft.com/Forums/en-US/80726e0c-9e85-43ca-87bc-7cf90fd7fb31/xml-source-data-flow-throws-cannot-contain-a-child-element-content-model-is-text-only-error?forum=sqlintegrationservices
    Chaos isn’t a pit. Chaos is a ladder. Many who try to climb it fail and never get to try again. The fall breaks them. And some are given a chance to climb, but they refuse. They cling to the realm, or the gods, or love. Illusions. Only the ladder is real.
    The climb is all there is.

  • Approve Button not visible in Tasks for Leave request in Tasks- MSS

    Dear gurus,
    Approve Button not visible in Tasks for Leave request in Tasks- MSS, anything missing on config end????
    Any suggestions....
    regards,
    Rajasekar.

    hello Bala,
    there was some config missing in UWL, now it is working and here we have got some button launch dynpro ..this is leading to pop where we can approve or reject....
    Thanks alot Bala..
    In this we are getting more info, Display details in SAP GUI, View History, View all Time Approval and Attachments of Documents which leads to leave request details. These may be too flashy for the Manager who are from the typcial production centers....industries...So is there any way out for Hiding these.
    Regards,
    Raj

  • Approval Dates for each Approver in Document Details

    Hello,
    Please I want to know if this can be done. I need to show the approval dates for each approval step of a document next to the approver name in the iview,
    Context Menu of a document -> Details -> Settings -> Approval. (The approval process must be enabled).
    Example:
    Approval Process
    Step
      Approvers
    1 User, Intranet has approved - 25/07/2010 9:10 AM
    2 lastname, name has approved - 27/07/2010 10:08 AM
    I don't know if this is possible.
    Thanks & Regards
    SU
    Edited by: soauniverse on Jul 27, 2010 7:15 PM

    Hello,
    After searching for days in SDN / HELP, I found that in "km.appl.ui.statemanagement_api.jar" there are ".properties" for all the languages. What takes my attention is the file "ApprovedItemRenderer_en.properties" that has this content,
    #File created by SLIM generator ($SP-DIFF-TRANSLATED-FILE$)
    xfld_author=Approved By
    xfld_date=Approved On
    The standard portal displays Approved By. But I see that SAP has thought in the approval date? Is there an easy way or how can I activate the property xfld_date?
    Thanks & Regards
    SU

  • Separate task sequence for each language

    i have separate task sequence for each language so it's possible to create report machine name with language specific to collection

    i have separate task sequence for each language
    That will work but it's not considered "best practise" as it can most likely be handled by a single task sequence.
    I don't understand which report you need. Please provide the colums names and where the data should be taken from.
    Torsten Meringer | http://www.mssccmfaq.de

  • Creating a VO for each task in a process train...?

    Originally I created one updateble VO to be used as in insert for 4 tables.... This was called from a process train. The problem with this was that I couldn't go to the next page because of the page validation was asking for every field that was mandatory. So I am wondering this: Should I create a VO for each page in the process train? Or is there a better way to do this?

    ... >_<;;
    Edited by: Spivey on Oct 6, 2009 6:13 AM

Maybe you are looking for

  • How to use the buying group to get the report?

    Dear all: I check the function of buying group in customer master data. system show  The buying group is used for reporting purposes only. You can, for example, generate an account statement with line items for all members and for the buying group. b

  • Digital Signatures in Acrobat 5?

    I have acquired a certificate (p12 file from TrustCenter thruough my employer). I am able to sign/certify documents in Acrobat 8 Pro. Most of our users, however, are still using Acrobat 5 Pro and would like the ability to sign PDF's. Is there a way t

  • Switching off BT Fon for testing. How?

    Since opting into BT Fon and enabling my HH as a Hotspot I've discovered my Acer One netbook can no longer conenct wirlessly to my HH thru' it's usual SSID, but can via 'my' BT Fon or BT Openzone SSID's. Spoke to BT. They were mystified and suggested

  • How to change the order of pages according to their order in the tabs?

    Hello.There is a file pdf, contains bookmarks, but the pages in the document are not consecutive. How to do that, they were going after each other strictly in order as in the bookmarks? Acrobat reader 8

  • Master Data/transactional Data Loading Sequence

    I am having trouble understanding the need to load master data prior to transactional data.  If you load transactional data and there is no supporting master data, when you subsequently load the master data, are the SIDs established at that time, or