Having approval process in Bulk Action

Hi,
I have requirement where I need to have a single approval process for bulk actions. In detail, whenever a user initiates bulk action it should wait for manager approval and once manager approves then only it should start processing the CSV file.
I know there is no workflow associated with the bulk action. Please let me know how can i go ahead in implementing this scenario.
Thanks
Sarvan VS

Hi Daya,
Yes, you are right! In standard behaviour this is the only method or you can create a receipient list and approver will get the intimation in SAP mailbox ( t-code SBWP). If you want more advance that user needs to get intimation in his external mailbox like outllok, lotus note etc. then you can use Workflow. This can be achieved with help of Abap'r ( workflow) person.
In standard you are right.
Hope this will help.
Regards,
Ravindra

Similar Messages

How Assigned TO field will be updated in "start Approval process" Task Action

I have created a reusable workflow in sharepoint designer. Am using “start Approval process“ Task Action. I have a question in “start Approval process“ Task Action.
I have username field in the list. I have created a task form field with name username in “start Approval process“ Task Action. I have assigned list username field to task field username field.
I have entered a user details in list user name field for new list item. Once the workflow has been started for that item a mail has been sent to the user whose name I have entered in the list user name field. Task has been assigned to the user whose name
I have entered in the list user name field.
When I have checked start Approval process task a send mail activity is present (Email Task notification currentitem:Assigned TO) .
I have not update Assigned To field explicitly.
1. Where / how the Assigned TO field is getting updated ?
2. Workflow Initiation and task creation will be done internally by the user who created the item in the list?
Thanks

Hi,
According to your post, my understanding is that you had questions about the “start Approval process“ Task Action.
When you add the “start Approval process“ Task Action, you need to to select the user who the task assign to.
To assign the user whose name you have entered in the list user name field, you add action as below:
After you select the user, the Assigned TO field is getting updated.
In addition, workflow Initiation and task creation will be done internally by the user who created the item in the list.
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Post Approval Processing Actions(Approved,Recived,Reject)

HI All
My Requirement is performing actions on inbox items. indetail iam using Sequential Approval processing.in First sequence (2 approvers), 2nd Sequence(2 approvers).
if any one of the from sequence1 performing the Action "Approverd" the inbox item not avilbel for 2nd Approver in sequence1.it would be avilbel to 2ng Stage Approval inbox iteam level based on Creteria.its working fine..... My Scenario is if any one of Approver in any Sequence(Stage). perform the action "Rejected" or "Recived" the Inbox Item is not avilble to other Approvers in the same sequence(stage). but it would be avaiable in other approvers inbox iteamsin same sequence. plese let me know how to achive this.
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Gopi
My Mail Id: [email protected]

Hi ....
i got the solution

E-mail notification in approval process

Hello.
How to set e-mail notification only for main dimension;
for example - planning unit consist of entity (main dimension) and account (sub hierrachy) and user receive e-mail about any action in approval process on each account, but we would like to receive e-mail about any action only for unit of entity.
EPM 11.1.2.1
Win Server 2008 R2 64
Thanks in advance.

Hi,
As per my knowledge, this restriction cannot be provided in planning approval process.
We are not having so much customization rights in email notification process of planning.
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Yashwant

Sharepoint 2013 Simple List Item Approval process

I am trying to work out how, in SP 2013 Designer to get a very simple approval process to work and I am not having any luck.
I have a form that adds a list item for requesting the use of our corporate credit card.
Steps:
1) Fill out form with required info (one field is your manager)
2) Email gets sent to manager (noted on the form) to approve or reject the request
3) If Managers approves request > User gets email that it was approved with directions. If manager rejects request > user gets email that the request was rejected with different directions.
4) End workflow.
This seems so simple, but I am having such a hard time with the new interface. Please help.

Hi Chris,
To achieve what you need, we can follow this steps:
Create a form in InfoPath with the required field including the manager field which should be a person picker type, then publish it and add these fields to the library.
New a workflow associated with the library.
Select Start Approval process action, and set it to start approval process on current item with Current Item: Account Id(one field of the person picker group in step1).
Select If any value equals value condition, and set it to if Current Item: Approval Status equals 0;#Approval.
Select Send an email action, and set it to Email Current Item: Created By.
Select If any value equals value condition, and set it to if Current Item: Approval Status equals 1;#Rejected.
Select Send an email action, and set it to Email Current Item: Created By.
Make the workflow started automatically when an item is created, and publish it.
If you have any problem, please feel free to reply.
Thanks

Question about set approval process on a page.

Dear all,
Here is my scenario:
I created a page for HR department. There are 3 regions (HR Documents, News and Events) on the page for uploading files.
3 workers in HR department are responsible for uploading their files into the 3 regions respectively.
The question is that since each worker is responsible for each region only, is there a way to limit the ADD/UPDATE priviliage for a region to a particular worker so that other workers cannot access them.
Also, can more than 1 approval process be defined on a page such that the ADD/UPDATE actions by the 3 workers can be approved by another 3 supervisors?
thanks
George (HK)

Hey George:
There is no way to do what you seek directly, however, if you make each region a page portlet of a stand alone page, then you can achieve exactly what you seek.
Setup identical blank pages with regions configured however you need (you may want to use a template so changing a region layout or attribute display will automatically apply to each page). Give each user appropriate permissions and setup the desired approval path for each page. In page properties, make sure show as portlet is checked on the optional tab. Move the files form each region to the new pages and add these page portlets to the page where the files are currently located. If you turn on the edit bar for each portlet, the users can add files without having to drill down to the actual storage page
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Approval Process Completion Conditions for different stages

Hi
I have an approval process with 2 stages. The first stage has multiple approvers running in parallel. Only one user needs to approve for it to progress.
In the second stage it needs to be approved by all users.
I can set the completion conditions to complete after one person approves but this will also set it for the second stage.
Is it possible to have different completion conditions for each stage or im i better just having a second approval proccess action?
Hope that makes sense and thanks

Hi,
According to your post, what do you mean “you have an approval process with 2 stages”?
In SharePoint 2013 workflow, a workflow can add many stages into it, and a stage can add many same or different actions into it.
So, each separate action you added in a workflow must be in a stage, will not be in two stages.
If you want to make the workflow complete when one user approved the task process in a stage, I recommend that you can directly set the “Completion Criteria” option to “Wait for specific response” as below in the “Task Option” of the “Start a Task Process”
action.
If you want to make the workflow go to the second task process in the second stage when one user approved the task process in the first stage, I recommend that you can set the “Completion Criteria” option to “Wait for specific response” as below in the “Task
Option” of the “Start a Task Process” action in the first stage.
Then, you can set the “Completion Criteria” option to “Wait for all response” as below in the “Task Option” of the “Start a Task Process” action in the second stage.
And, you can go to “Start Options” to check “Start workflow automatically when an item is created”, publish the workflow and test whether it works in your environment.
The workflow is shown as below:
Best Regards,
Yumi Fu

Approval process for changes in BAsic infotype

Dear Gurus,
The customer wants approval process whenever hr changes BASIC infotype, a mail shpuld go to his superior, who will approve the request in the system.
- We are not implementing Workflow, ESS.
- Enqueue / Dequeue concept does not work with Time constraint 1.
- We are not in favour of changing time constraint of BASIC infotype
How can we handle this situation thru GUI client ?
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Vijay Badgeri

Hi Kapil/Sikandar,
Thank you for the reply.
As per my understanding, the steps involved would be:
1. The dynamic action will be triggered during "Change in Pay" action.
2. HR executive will make necessary changes in IT0001, IT0008, IT0014.
3. Dynamic action is triggered when IT0008 is updated.
4 Current values & new values of IT0008 & IT0014 are moved to workflow container and create workflow request to the HR Manager.
5. On approval of workflow request by HR Manager, the IT0008, IT0014 get updated.
my doubts are :
1. What would be the status of action till manager approves?
2. Will HR Admin be able to see the entries made by him ?
(In Finance we have PARK option, is there any such option in HR?)
3. Would the dynamic action triggered if bulk "Change in Pay" actions are generated thru BDC/LSMW ?
Pl let me know...
Warm Regards,
Vijay Badgeri

Approved invoices can not be edited - Approval process

Hi Experts -
I have recently raised an incident with SAP about Approval process - the complete message and support reply is as follows - but i believe we need a change in the approval process - if the approval required is only one but you have defined two people (Either or OR) in the approver list - the system should allow the document to be edited if one of the approvers reject it.
please let me know and i believe we need a change in design - unless otherwise a solid reason is given to justify the existing design
10.07.2009 10:32 Description (English) by SRS Manian
     We have created approval procedure for all the invoices which are entered into the system., The
'Accts' user enters the invoice into the system - the invoice comes for approval to 'Manager' user.
When the Manager opens the invoice via Alert window - he/she wants to modify certain information
(lines as well as Sales person) and approve it.
The invoice which gets opened from the alert window - does not allow the user 'Manager' to modify at
all. All the information on the invoice are greyed out.
The system should allow the user 'Manager' to modify the information. Since the manager has full
authorization to the system.
10.07.2009 10:35 Info to Reporter by SAP
     Dear Partner/Customer,
We have received your inquiry and are currently processing it.
You will be contacted with a solution or an update as soon as possible.
For further details regarding the phase your message is in at the
moment please refer to:
http://service.sap.com/%7Esapidb/011000358700000575782007E
Kind regards,
SAP Business One Product Support
10.07.2009 10:59 Reply to Reporter by SAP
     Dear Manian,
Thank you for contacting us.
When the originator sends the document for manager's approval, note that the at that stage, the document is still in the 'Approval Process'. This is because the system is waiting for the 'Manager' to 'Approve or Reject' the document. Hence, looking at the Document, it is still in 'Draft - Pending' Status.
When the document is in 'Draft-Pending' Status, the document is not available for editing, because the system considers that it is still in the waiting process. In your case, the manager cannot edit t he document.
To amend the document, an action is required from the approver either to reject it first. Once rejected, it can be amended and re-sent for approval.
I have checked our knowledge base and noted that there is an article which describes the approval process. Please refer to the Expert on Phone Wiki Article (March 2009) with title: Why a draft documen t in an approval process cannot be modified by the originator?
The link will provide the explanation:
https://www.sdn.sap.com/irj/scn/wiki?path=/pages/viewpage.action&pageid=88735894
I have also attached Notes 1321234 and 1111431 for your reference.
Best regards,
Lorna Real
Support Consultant
Product Support for SAP Business One
SAP Ireland
10.07.2009 11:59 Reply to Support Center by SRS Manian
     Thanks for the reply. The scenario is when the Manager receives the
document for approval, he wanted to edit and add it. Your reply (and
documentations) states that it needs to be rejected first before it is
available for editing. When it is gets rejected - the person who
orignated the document gets an alert and he can edit it. Here the
Manager must get an alert so that he can edit the Rejected document.
When the 'manager' rejects the document, and goes back to the alert
window to open the document - it is still greyed out !!
How does the 'manager' reject the document and edits it ?
regards
Manian
10.07.2009 12:11 Reply to Reporter by SAP
     Dear Manian,
If after the Manager rejects it and still the document is not editable (greyed out), it means that the document may still be in the 'Approval Process'. When it is greyed out, what is the status of the document in the header? Does it say 'Rejected' or 'Pending'?
If it is still in 'Pending' mode, please verify the number of 'Approvers' set in the 'Stages' tab of the 'Approval Template - Setup' window. If there is more than one user listed as 'Approver', and o nly 1 approval is required, the system provides an opportunity to other 'Approvers' to approve or reject the document. If in your case, the number of approvers is 2, and manager 'rejected' it, the sys tem still keeps the document in Pending status as it waits for another approver's decision to reject or approve it.
Also, verify the number of 'Approvals' required. If the number of 'Approvers' who have not rendered their decision is greater than or equal to the 'Approvals' required (e.g. approvers - 2, required ap provals - 2) the system keeps the document within the approval process. This is to allow the other 'Approvers' to decide on the document.
I hope this clarifies the behaviour. If you can provide us a step by step screenshot of the issue, this may help us to provide a more accurate response.
Best regards,
Lorna Real
Support Consultant
Product Support for SAP Business One
SAP Ireland
10.07.2009 12:28 Reply to Support Center by SRS Manian
     Hi:
The status of the document in the Header says 'Pending' and the status
below the document number says 'Suspended' - it is not showing as 'Draft'
Regards
Manian
10.07.2009 12:42 Call to Customer / Partner by SAP
     Performed on: 10.07.2009 10:41:59 (UK)
Contact person: SRS Manian
Status of discussion: Customer not reached
Subject:
Called the partner but currently engaged on another line.
Would like to hold a webex.
10.07.2009 12:42 Reply to Reporter by SAP
     Dear Manian,
I'm trying to call you but there was no response on your mobile.
When the header says 'Pending', then it means the document is still within the approval process. Please check the Approval Template and see the number of approvers and the number of approvals require d.
The number of approvals and approvers may be greater than 1. In this case, the system waits for other approvers to approve or reject the document. Once all the approvers have rejected the document, th en the document will be released and available for editing.
Best regards,
Lorna Real
Support Consultant
Product Support for SAP Business One
SAP Ireland
10.07.2009 18:11 Reply to Support Center by SRS Manian
     Hi:
Thanks for the reply - i tried this and found out the following:
1 - In the approval templates - we had mentioned number of approvals
required as '1'.
2 - in the number of approvers - we had mentioned two users
Though the template requires only one approvals (Either or OR) the system
expects both of them to approve or reject -
Can u please let me why is this behaving like this - or is this is the
way it is designed ? - if this is the way it is designed - i beleive it
is wrong - weneed to give a solution to the customer
regards
Manian
11.07.2009 05:52 Reply to Reporter by SAP
     Dear Manian,
Thank you for the information. The behaviour is a current system definition documented as per Note 1321234. I have attached the said Note for your reference. When only 1 approval is required and there are 2 or more persons are allowed to approve the document, the document does not get automatically rejected when 1 person 'rejects' it. The system waits for other approvers to render their decision b ecause a person may still approve or reject the document.
The design is not an application error. If you would like to change this design, please post your requirement in our SAP Business One Product Development Collaboration
forum. You can find the forum in this link:
/community [original link is broken]
The forum is beingmoderated by members of the Solution Management team specialized in certain areas, according to the folder you are in. Partners can impact the design of specific features by posting suggestions and feedback at this forum. Kindly refer to Note 1028874 which describes more on the above process.
As the request will be handled through another process, we kindly request that this support message be closed.
Thank you for your understanding.
Best regards,
Lorna Real
Support Consultant
SAP Product Support for SAP Business One
SAP Ireland
11.07.2009 09:02 Reply to Support Center by SRS Manian
     Hi Thanks for the reply - however, the solution given doesnot address the
problem we are beingfaced with our client
Is there a Development Request we can raise so that this problem is
addressed in future
I am going ahead and confirming this Message though
regards
Manian
11.07.2009 10:04 Reply to Reporter by SAP
     Dear Manian,
Thanks for the information. I understand the customer's requirement. As previously mentioned, please log a development request in this link:
/community [original link is broken] This is from Note 1028874.
Unfortunately,we at the support centre does not have access to the list of development requests. Hence, kindly follow the process in Note 1028874.
I'm sending the message back to your side for confirmation.
Best regards,
Lorna Real
Support Consultant
Product Support for SAP Business One
SAP Ireland
SAP Notes
Number     Short text
0001035200
Issue can be solved via existing documentation
0001111431
Deleting rejected draft documents.
0001167635
Maintenance Policy (L)
0001321234
Status of a document rejected within the Approval Process.

Hi Gordon - thanks for the reply - i am sorry i never realized that the message i raised could be messed up like this - the following is a clear message with some paragraphs:
Hi Experts - I have recently raised an incident with SAP about Approval process - the complete message and support reply is as follows - but i believe we need a change in the approval process - if the approval required is only one but you have defined two people (Either or OR) in the approver list - the system should allow the document to be edited if one of the approvers reject it. please let me know and i believe we need a change in design - unless otherwise a solid reason is given to justify the existing design
SRS Manian We have created approval procedure for all the invoices which are entered into the system., The 'Accts' user enters the invoice into the system - the invoice comes for approval to 'Manager' user. When the Manager opens the invoice via Alert window - he/she wants to modify certain information (lines as well as Sales person) and approve it. The invoice which gets opened from the alert window - does not allow the user 'Manager' to modify at all. All the information on the invoice are greyed out. The system should allow the user 'Manager' to modify the information. Since the manager has full authorization to the system.
Reply to Reporter by SAP Dear Manian,
Thank you for contacting us. When the originator sends the document for manager's approval, note that the at that stage, the document is still in the 'Approval Process'. This is because the system is waiting for the 'Manager' to 'Approve or Reject' the document. Hence, looking at the Document, it is still in 'Draft - Pending' Status. When the document is in 'Draft-Pending' Status, the document is not available for editing, because the system considers that it is still in the waiting process. In your case, the manager cannot edit t he document. To amend the document, an action is required from the approver either to reject it first. Once rejected, it can be amended and re-sent for approval. I have checked our knowledge base and noted that there is an article which describes the approval process. Please refer to the Expert on Phone Wiki Article (March 2009) with title: Why a draft documen t in an approval process cannot be modified by the originator? The link will provide the explanation:
https://www.sdn.sap.com/irj/scn/wiki?path=/pages/viewpage.action&pageid=88735894
I have also attached Notes 1321234 and 1111431 for your reference. Best regards, Lorna Real Support Consultant Product Support for SAP Business One SAP Ireland 10.07.2009 11:59
Reply to Support Center by SRS Manian
Thanks for the reply.
The scenario is when the Manager receives the document for approval, he wanted to edit and add it. Your reply (and documentations) states that it needs to be rejected first before it is available for editing. When it is gets rejected - the person who orignated the document gets an alert and he can edit it. Here the Manager must get an alert so that he can edit the Rejected document. When the 'manager' rejects the document, and goes back to the alert window to open the document - it is still greyed out !! How does the 'manager' reject the document and edits it ? regards Manian
Reply to Reporter by SAP
Dear Manian, If after the Manager rejects it and still the document is not editable (greyed out), it means that the document may still be in the 'Approval Process'. When it is greyed out, what is the status of the document in the header? Does it say 'Rejected' or 'Pending'? If it is still in 'Pending' mode, please verify the number of 'Approvers' set in the 'Stages' tab of the 'Approval Template - Setup' window. If there is more than one user listed as 'Approver', and o nly 1 approval is required, the system provides an opportunity to other 'Approvers' to approve or reject the document. If in your case, the number of approvers is 2, and manager 'rejected' it, the sys tem still keeps the document in Pending status as it waits for another approver's decision to reject or approve it. Also, verify the number of 'Approvals' required. If the number of 'Approvers' who have not rendered their decision is greater than or equal to the 'Approvals' required (e.g. approvers - 2, required ap provals - 2) the system keeps the document within the approval process. This is to allow the other 'Approvers' to decide on the document. I hope this clarifies the behaviour. If you can provide us a step by step screenshot of the issue, this may help us to provide a more accurate response.
Best regards,
Lorna Real Support Consultant Product Support for SAP Business One SAP Ireland
Reply to Support Center by SRS Manian
Hi: The status of the document in the Header says 'Pending' and the status below the document number says 'Suspended' - it is not showing as 'Draft'
Regards
Manian 10.07.2009 12:42
Reply to Reporter by SAP
Dear Manian,
I'm trying to call you but there was no response on your mobile. When the header says 'Pending', then it means the document is still within the approval process. Please check the Approval Template and see the number of approvers and the number of approvals require d. The number of approvals and approvers may be greater than 1. In this case, the system waits for other approvers to approve or reject the document. Once all the approvers have rejected the document, th en the document will be released and available for editing.
Best regards,
Lorna Real Support Consultant Product Support for SAP Business One SAP Ireland
Reply to Support Center by SRS Manian
Hi: Thanks for the reply - i tried this and found out the following: 1 - In the approval templates - we had mentioned number of approvals required as '1'. 2 - in the number of approvers - we had mentioned two users Though the template requires only one approvals (Either or OR) the system expects both of them to approve or reject - Can u please let me why is this behaving like this - or is this is the way it is designed ? - if this is the way it is designed - i beleive it is wrong - weneed to give a solution to the customer
regards
Manian
Reply to Reporter by SAP
Dear Manian,
Thank you for the information. The behaviour is a current system definition documented as per Note 1321234. I have attached the said Note for your reference. When only 1 approval is required and there are 2 or more persons are allowed to approve the document, the document does not get automatically rejected when 1 person 'rejects' it. The system waits for other approvers to render their decision because a person may still approve or reject the document.
The design is not an application error. If you would like to change this design, please post your requirement in our SAP Business One Product Development Collaboration forum.
You can find the forum in this link:
/community [original link is broken]
The forum is being moderated by members of the Solution Management team specialized in certain areas, according to the folder you are in. Partners can impact the design of specific features by posting suggestions and feedback at this forum.
Kindly refer to Note 1028874 which describes more on the above process.
As the request will be handled through another process, we kindly request that this support message be closed. Thank you for your understanding.
Best regards,
Lorna Real Support Consultant SAP Product Support for SAP Business One SAP Ireland
Reply to Support Center by SRS Manian
Hi Thanks for the reply - however, the solution given does not address the problem we are being faced with our client Is there a Development Request we can raise so that this problem is addressed in future I am going ahead and confirming this Message though
regards
Manian
Reply to Reporter by SAP Dear Manian,
Thanks for the information. I understand the customer's requirement. As previously mentioned, please log a development request in this link:
/community [original link is broken]
This is from Note 1028874.
Unfortunately, we at the support centre does not have access to the list of development requests. Hence, kindly follow the process in Note 1028874. I'm sending the message back to your side for confirmation.
Best regards,
Lorna Real Support Consultant Product Support for SAP Business One SAP Ireland

Approval process - 2 users in stage

Dear all,
Question about the approval process.
I have a stage where 2 users can approve, but only one is required
It works fine when they approve document. As soon as one user approve, the originator user receive alert and can create the document.
However when they want not to approve , the system ask for both user to not approve the request before changing the status of the request from pending to rejected and sending the alert to the user.
If only one say no, the status remains pending, and an action of the second user is required to make the system change the status.
Why to approve, only one is required, and to reject, both are required? is there a way to have the same process in approval than in reject ?
Thank you
Sébastien

Dear Sébastien,
This is in the initial design of this process. We can do nothing about it.
You may post a DRQ here http://forums.sdn.sap.com/forum.jspa?forumID=265 or on Idea Place for this request.
Thanks,
Gordon

ApproverObjects in multi approval process

I am trying to call a multi approval process, but it never sends out any approvals, it just skips out of it. My understanding is that approverObjects needs to passed in which should be The list of approver objects where each approver object contains the approvers name and delegators name(s) if any. I tried to pass in a list with accountId but it didn't work, and it gave me an error. I think its looking for a specific kind of object. Anybody know what should be in that list? Here are the errors:
om.waveset.util.WavesetException: Couldn't find method getApprover() in class java.lang.String java.lang.NoSuchMethodException: java.lang.String.getApprover()
com.waveset.util.WavesetException: Couldn't find method getDelegator() in class java.lang.String java.lang.NoSuchMethodException: java.lang.String.getDelegator()
com.waveset.util.WavesetException: WorkflowServices.getDelegates: missing accountId or accountIdList
com.waveset.util.WavesetException: Action null used unresolved variable approver as an owner name.
thx

Hi,
Please pass list of approver in the argument under "approvers" which contain only account id. Then only it able to get the approver request to the user.
Regards,
vinash

Approval Process doesn't work correctly

Hi,
I developed custom request template for self-request provisioning for resource with child table data. Also I deployed custom Request Dataset only with child attribute field definition for this resource:
<request-data-set
xmlns = "http://www.oracle.com/schema/oim/request"
xmlns:xsi = "http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation = "http://www.oracle.com/schema/oim/request"
name = "ProvisionResourceHP"
entity = "HP"
operation = "PROVISION">
<AttributeReference
available-in-bulk = "true"
length = "100"
widget = "text"
type = "String"
attr-ref = "UD_HP_ROLES"
name = "Roles">
     <AttributeReference
     lookup-code = "Lookup.HP.AppRoleList"
available-in-bulk = "true"
required = "false"
     length = "100"
widget = "lookup"
     type = "String"
     attr-ref = "AppRole"
     name = "AppRole"
          primary="true"/>
</AttributeReference>
</request-data-set>
When this request approved by all participants of the approval process, Resource do not in provisioned status! In the resource history only - System Validation status Pending!!!

I resolved this issue but not complitly. I checked Auto Save Form check box on Process Form and its worked.
But I do not need Auto Save, because on child table attrubute i don't have any prepop adapter so it always been unpopulated during direct provisioning....
How to solve this new issue???

Wrong document in approval process

When a user creating outgoing payment document which need to pass through approval process and when the other user receives message to approve the document when he click the arrow button to see what actually entered in the document the system displaying the purchase order draft instead of outgoing payment draft.
Why this actually happens?
SV Reddy

Hi Experts,
Does the patch also solve the the permission error when user try to view the outgoing payment?
I have a user with full authorization on outgoing payment but cannot view document from the folllowing reports
Approval decision report
Approval status report
Approval messages from the inbox
The error message we get is you are not permitted to perform this action
Regards,
Amy

Customize approval process

Hi
i am running approval process on a list
1)and how i customize default email messages for
i have these users Requesters,Approver sharepoint group
Requester : when new item created
Approvers: when new item created
Requeser: when approver or rejected
2)
when approver receive email how i display a task list link in approvers email
3) when approver do action approver/reject he will add comments , so i want to display this comment and his name in new item form (there is a fild in list Approvername, approver field)
adil

Hi adil ,
Firstly , for your 1 and 2 question, here is a great guide blog you can refer to:
5 Steps to Enhance SharePoint 2010 Approval Workflow
Secondly, for your 3 question, here is the detailed steps you can refer to:
1. In the SharePoint Designer workflow, click approval for going to the approval setting page.
2. Click Change the behavior of a single task under Customization. Find When a Task Completes, create two Set Workflow Variable actions as below:
3. Go to the approval setting page , click Change the behavior of the overall task process. Find When the Task Process Completes, create two Set Field in Current Item
actions as below:
Hope this helps!
Best Regards,
Eric
Eric Tao
TechNet Community Support

API for Document Status in a Approval Process

Hi All,
I wanted to know how to get the status of a document that is in a folder having a Approval Process defined to it & Is it possible to programatically Submit a document for Approval. If yes please let me know..
Thanks in Advance.
Regards,
Aditya Metukul

Hi Detlev,
You are simply gr8..it worked...
below is the code snippet written by me:
      void submitResource(IResource resource){
               try {
                         //get the statemanagement service from the resource
                         IRepositoryServiceFactory factory = ResourceFactory.getInstance().getServiceFactory();
                         IStatemanagementManager statemanagement =
                         (IStatemanagementManager)factory.getRepositoryService(resource, IWcmConst.STATEMANAGEMENT_SERVICE);
                         IStatemanagementResource sResource =
                         statemanagement.getStatemangementResource(resource);
                         IResourceTransition transition = sResource.getTransition("lbl.submit");
                         //if everything is correct than transition is not null
                         if (transition != null) transition.execute();
               } catch (Exception e) {
     } //end of submitResource
Message was edited by: aditya metukul

Having approval process in Bulk Action

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