Help in Approval workflow( Price book)

Hi ,
Sinec iam new to approval workflow , i need help from U all peoples.
Now i need to create the PB approval WF from scratch ,iam in confusion from where to start .Please kindly guide me by step wise process ,which are the things i need to do and complete the WF.
The scenerio is whenever the is a change / update(price, Terms and condtions )in price book , it shoud go for the approval as per org structure.if any one need further details kindly let me know
Thanks in Advance ....
Regards,
Brinda

Hi ,
Pls try creating small workflows , and check how it works.May be once you design your requirement you my get some idea by then like what u can do and wat u cannot in WF's .
To start with Pls read the below material.
http://help.sap.com/saphelp_nw2004s/helpdata/en/04/928dfa46f311d189470000e829fbbd/frameset.htm
Regards,
Krishna.

Similar Messages

Help on Approval Workflow and content types

Hi
So here is my question hope you guys can help!
So i was setting up a workflow for a leave request form. Everything was fine and I had the Approve/Reject buttons at the bottom of the task EditForm. Now I copied the content types to a new one and changed the Optional settings (lets says title hidden %
completed hidden etc) and then I changed the Task content type too so as to allow for that new content type to take place. Then i relaunced the workflow everything worked nicely the form look the way I wanted it but then on the EditForm I didnt have the ebuttons
any more so I found it odd so I reset the content type to the original checked that everything was back in place (the hidden back to optional etc) and even on the original Workflow Task (Sharepoint2013) content type the buttons disapear now I have to manually
add to the completed column and change the drop down menu of the Task Outcome to approved or rejected to make the workflow spit out the results.
I was wondering what happened I do not understand it. I even deleted all the Task List and Lists associated witht the workflow re wrote the workflow and nothing... So i m a bit out of my depth.'
When I click on the Cutomized List Default Edit Form... I do get the form with the button but its not the same one I get with the Email Link or the Link and the actual List
Any pointers?
I appreciate it!

Hi ,
According to your description, my understanding is that the outcome buttons disappear after you change the Optional type column in Workflow Task(SharePoint 2013) content type.
For your issue , please make sure the Task Status and Task Outcome type columns are existing in the content type in order for the custom outcome buttons to appear.
For more information, you can refer to the blog:
http://blogs.msdn.com/b/sharepointdesigner/archive/2012/09/14/how-to-manipulate-the-task-form-with-sharepoint-designer-for-new-task-actions.aspx
As your original demand is setting up a workflow for a leave request form, here is a great blog you can have a look:
http://jamilhaddadin.com/2011/12/03/implementing-workflow-using-infopath-2010-and-sharepoint-designer-2010/
Best Regards,
Eric
Eric Tao
TechNet Community Support

OLM-SEL: Approval WorkFlow for Re-Booked Contracts

Configure workflow to apply the different approval flows for booked and re-booked contracts. Even with AME rules, you still will have to write the query to determine the type of contract being approved. The only good reason to use AME is to utilize HRM rules (ie, organization hierarchy) to manage approvals. Use of AME will not help you configure workflow based on whether or not a contract is being booked or rebooked.

Hi,
The another option is to delete the contract version.. you can do this calling the BBP_PD_CTR_DB_DELETE & BAPI_TRACTION_COMMIT by sequential. get the change version guid from BBP_PD and pass the GUID to BBP_PD_CTR_DB_DELETE. make sure you have put 'X' for iv_save_on_db flag... this is not good way to do.. but the worst case this might help..
or try to release the contract via SWO1 - BUS2000113 - SETRELEASED method..
Saravanan

Document Publishing Approval Workflow - Help Needed

Hello All,
I am trying to use Publishing Documents with an Approval workflow, but however when I am creating a Document and am publishing it, it does not show up in the UWL of the Approver.
Can some one suggest what could be wrong or missing.
Best Wishes,
John.

Hi,
I you have configured approval process and you are receiving notification in Recent Notification iview, it's working fine, you should check:
The UWL interacts with (task) item providers through specific connector. The connectors perform basic mapping of attribute values and determine the work item type and execution method. Connectors also help in connection to object and attachment repositories to retrieve additional custom attributes or attachments.
The UWL comes with standard provider connectors and it is possible to configure their detailed behavior based on work item types.
The connectors that are configured by default with UWL are:
· AdHocWorkflowConnector
· ActionInboxConnector
Both connectors are configured by default, so both Collaboration Tasks and KM Recent Notifications show up in the UWL by default. Removing the connectors will remove the corresponding items from the UWL.
ActionInboxConnector
This connector relates to the Notifications received by UWL from Knowledge Management (KM).
The ActionInboxConnector provides KM Recent Notifications into the UWL Notification tab, which include document feedback, subscription items, subscription administration, and document approval notifications; in addition, checked out documents appear under Tracking, and documents for approval under Tasks.
By default the Action Inbox Connector for UWL is enabled.
http://help.sap.com/saphelp_nw2004s/helpdata/en/42/12d65d4e084ac886fcdf113909d03a/frameset.htm
Inbox Service
http://help.sap.com/saphelp_nw2004s/helpdata/en/89/bbfbba3e7040c39462350fc536e651/frameset.htm
Notifications for Folders in the Universal Worklist
http://help.sap.com/saphelp_nw2004s/helpdata/en/48/ad743c74fa6449e10000000a11402f/frameset.htm
Patricio.

PO Approval Workflow on item-level?

I have a requirement to implement an approval workflow when the price or cost center/internal order is changed on the purchase order.
The problem is that as I see it, standard SAP only allows approval on header level for Purchase Orders.
Is there a way to handle approval on item-level if for example the PO has 2 rows, we change the cost center on both these rows to different ones???
Based on this cost center, the approval should then go to the cost center responsible and then his boss and so on based on the org-structure.

Hi,
Consider a example , you have a PO and this PO has three items IT1, IT2, IT3. Based on the cost center, you want to send the respective item for approval to the respcetive KOSTL manager .
Desgin your workflow in this way.
1. Design a background activity step in and a BOR method where it returns you all the items of the PO and store these items in a multiline container element in the workflow container.
2. Now next to the above step include a [BLOCK step|http://help.sap.com/saphelp_nw70/helpdata/en/cc/18a8f409a93749b10e8dd9f9d81797/frameset.htm] in the workflow and choose par for each option and pass the items stored multiline container element. The use of the block step is it dynamically creates a parallel branches based on the number of rows in the multiline container element you mapped to the block step.
3. Now Inside the block step create another bor method and include a bacground activity step. Now in this BOR mehtod what ever the item you import try to determine the manager of the KOSTL(Cost Center.) and who ever is determined pass that user(s) name(s) back to the workflow container.
4. Next to this step include a decision step and choose the recipient type as expression and pass the container element in which the KOSTL managers are stored, in this way you can send based on the item cost center to its respective manager.
Regards
Pavan

Approval Resets Price to zero

Hi,
We have a problem in our shopping cart approval. For some materials, there is already a price and a vendor based on a contract. So once the shopping cart is created and approved, it will automatically be converted to a PO. What is happening is that once the shopping cart is approved, the price in the newly created PO becomes zero and it is routed back to the buyer for sourcing.
Why is it that the price resets to zero once the shopping cart has been approved?
Any help would be greatly appreciated.
Thanks in advance.

hi,
Pls refer note 550071.
Some info pertaining to your problem---
The following logic has been designed for price transfer when you transfer shopping baskets from EBP component:
a) If a valid source is assigned to the shopping basket item (for example, an info record or a contract), the price is transferred to the purchase order from the source of supply - unless, the item is created via a catalog and it contains the catalog price.
b) All other items (for example via the free form entry or items with a material number) received the price in the purchase order from the source of supply.
Due to many customer requests, the logic has been changed a little:
a) As soon as an item contains a price higher than 0 - regardless of how the item is created (free entry or catalog) - this is transferred to the purchase order.
b) An exception is items with a material number since the valuation price can never be the purchase price.
c) All items without an explicit price receive the price from the info record or contract.
Reasoning :
A price determination in connection with the assigned source of supply is not carried out since this would mean several remote calls, to determine the correct price. Both info record and outline agreement contain master conditions. This means that the valid price must be determined together with the quantity and the delivery date again (because of price-quantity scales, header conditions, validity periods and so on). A completely new price determination would have to be carried out each time if the user changed the quantity or the date again - this is not carried out for reasons of performance. Since the purchase order resulting from the shopping basket contains the correct price from info record or outline agreement, this only affects creation of the shopping basket and may under certain circumstances influence the release(Workflow).
However in case of local Purchase Orders it can be done without any performance overhead and hence is supported.
If a different behavior is desired, you can implement the BAdI BBP_APPEND_ITEM to get the price of a Shopping Cart item with assigned source of supply from the backend. However the price won't show up in the online transaction while the user creates the Shopping Cart. It is updated by the BAdI when the Shopping Cart is saved. Please evaluate the usage of this BAdI against performance concerns.
HTH.
BR,
Disha.
Pls reward points for useful answers.

Customize SP2010 OOTB approval workflow using SP designer

Hi,
Even though it has been long time i raised the following question:
http://social.msdn.microsoft.com/Forums/office/en-US/1efa6726-5790-4930-9520-4ef6398c503c/customize-ootb-approval-workflow-using-spd-2010?forum=sharepointcustomizationprevious
but i never created the workflow using the proposed solution until now. After doing some testing i can verify the proposed solution doesn't work for the following reason:
1.If i use 'user who created current item' and at the time of submitting the workflow add a different user email address in the 'Approver' field. It doesn't assign task to the user who has been manually added into approver field. It would still assign the
task to the user who created the current item which is incorrect.
2.If i use 'user who created current item' and a user who created the page has moved from his/her role, when submitting the workflow manually, the system will assign the task to the user who created the original item not the one who has just modified the
item
Ideally we would like to add the 'Approver' when submitting the workflow manually. Is there any other way of doing this? or i have tried the following:
Copy default approval workflow -> Edit Workflow -> Initiation Form Parameters -> Modify Approvers -> Change 'Collect from parameter during:' to Initiation (starting the workflow) -> Next -> Finish -> OK -> Save -> Publish
This lets you add the approver and would assign the task to the correct user. Is this a correct approach?
Any help would be appreciated.
Regards,
Kash

By collecting the values during initiation, you would be able to make it work correctly. The only down side to this approach is that there are no default values, but that's a small price to pay for a working process.
If you tested this and it works correctly, I would say that you have a good solution without having to dive too deep into custom code.
I trust that answers your question...
Thanks
C
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SharePoint Approval Workflow using SharePoint Designer in SharePoint Foundation 2013

I am unable to do SharePoint Designer workflow for approval process and I didnt get any Approval process in Actions in SharePoint designer Workflow also I don't find workflow features in Site collection features SharePoint 2013.
Even I am not able to do simple Out of the box Approval Workflow.
Kindly help me with this

Unfortunately, Out of the box workflows are not available in SharePoint foundation 2013, you need at least the standard version of SharePoint 2013.
You can still create .Net Workflows using the 2010 plateform.
Take a look at this great comparative between the three versions of SharePoint 2013 :
http://blog.blksthl.com/2013/01/14/sharepoint-2013-feature-comparison-chart-all-editions/

Setting up Sharepoint 2013 approval workflows depending on field value

Dear Microsoft Support,
I am still relatively new to Sharepoint-Infopath and would need help with setting up workflows for a requisition form I am creating. I have designed and created a form using Infopath 2013 and have successfully created the link
to have the data uploaded into my Sharepoint Server 2013 library. This form's purpose is to have our users make supply requisitions from the Warehouse department. We are a school, therefore, there are numerous different departments with different approvers.
My goal now is to setup the approval workflows using Sharepoint Designer 2013. The complication now is that only certain people need to approve the requests, depending on the department selected. For example, I am in the IT department, if I put a field's value
as "IT" the form will be sent to the IT department manager prior to going to the Warehouse department for processing. If the user chose "English", the form will be routed to the English department head for approval. What are the steps that
I would take to have that kind of customization? How do I setup approval workflows in Sharepoint Designer 2013 to meet that?
I have tried searching for solutions over the web, but all of them are too generalized and would not be related to my case in terms of different approvers depending on the different departments in our school. Your assistance would be greatly appreciated.
Thanks. Jason

I would create a second SharePoint list that is set up with two columns. The first column is Title (which is a default column) and the second column is 'Person or Group' column and name it 'Approver'. Then enter the department in the title field and select
the person who needs to approve that department's forms in the 'Approver' field. Use this list and pull in this information in the InfoPath form by creating a data connection to the newly created list and set up the filter to only pull
back the information where 'Title' = 'Department'. After this information is pulled into your form, store the approver information in a hidden field in the InfoPath form and use that field throughout the workflow.
I know this is a very brief explanation so let me know if you need more information.

Approval workflow in SharePoint foundation 2010

Hello Experts,
I'm using SharePoint foundation 2010. Can someone help me understand the procedure for creating the approval workflow for a doc library using the SharePoint designer 2010. It would be great if you can guide me the step by step procedure for setting up this
workflow.
Thanks.

Hi rebel537,
As you described, you are using SharePoint Foundation 2010. There is no “Start approval process” action when you edit SharePoint Foundation 2010 workflow in SharePoint
designer 2010.
I suggest you using “collect data from a user” action instead of “start approval process” action to complete the approval task. There is a demo for your reference.
1.
Open the SPD, navigate to the workflow edit zone. Select “collect data from a user “action.
2.
Click data, in the pop-up window, click next and enter the task name for the approval workflow.
3.
Click next, define the fields for the task, for this demo, there has a field “approval result”.
4.
Then click finish. Back to the workflow edit zone, click user, in the pop-up window, select the user for the task then click finish ,back to the workflow edit zone.
5.
Add a condition (if any value equals value) after the action.
6.
Click the first value, and then click Fx, there goes to a pop-up window, enter as below.
Data source: Association: Task List
Field from source: Approval Result
Field: ID
Value: Variable: collect
7.
Set another value to “Yes”, add the action” set workflow statue”, set it to approval.   Add an If-Else branch, set the workflow statue to reject.
8.
Publish the workflow, and use it for the approval purpose.
Thanks,
Simon

In search of assistance learning how to modify the mail message from an out of the box SP2010 approval workflow.

So, I have found the article
http://punaro.com/2012/01/derek/modifying-a-sharepoint-2010-workflow-email/comment-page-1/ which appears to walk through the process of modifying an out of the box workflow's mail message.
However, there is a basic problem that I run into before I get started.
I am logged into the system as a regular user (ie not a farm admin, etc.).
I do, however, have full control on the site on which I am working.
I create a custom list.
I create a simple one step approval - sharepoint 2010 out of the box workflow.
I start SharePoint designer and give it the URL of the list. It opens up and I see the various objects on the left side of the screen.
I click right on the Workflows object - which is where the article says I will find the ability to copy and modify the workflow.
All I see is "open", "open in a new tab" and "Pin".
I selecdt open in a new tab - and I get a blank screen labeled workflows that says "There are no items to show in this view".
So, I click on Lists and Libraries, then on the name of my custom list.
When the list displays, the Workflows section of the page has a "Modified Workflow" displayed.
When I right click on it, no menu is shown. When I click on the modified workflow, I get the workflow settings page for that workflow.
I am trying to figure out how to create the copy of the workflow so that I can modify one of the mail messages in SharePoint designer.
Is there someone who has some advice on how to find this copy and modify option? Or perhaps a web site, web forum, article series, or book covering the topic?
Thank you!

Hi lwvirden,
According to your description, my understanding is that you want to modify the OOB approval workflow in SharePoint Designer.
After opening the site in SharePoint Designer, just click Workflows in the left panel and then the workflows in the site will load in the right part.
If you want to copy and modify the OOB approval workflow, then you need to right the approval workflow
Approval – SharePoint 2010 under Globally Reusable Workflow. After that you will see the
Copy and Modify button.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Approval workflow error when creating a new custom entity in FIM 2010 R2

Hello,
i'm hoping somebody here can help, me i've been struggling with this for some time now. On a fresh FIM installation i create a custom entity named "Role" and add a few custom attributes.
I then create an approval workflow and MPR for normal users to create entities of type Role, but another user must approve this request. The other user has a working mailbox - i've tried firing an action workflow that sends a mail notification when someone
creates a new role and it is working fine. But, when i enable my approval workflow (the only field i changed from default is the approver) on the MPR, the workflow always failes with the message:
Error processing your request: The operation was rejected because of access control policies.
Reason: The server workflow rejected the operation.
Attributes:
Correlation Id: 750a558a-d3e4-4216-b16a-e76d79f011ec
Request Id: feaabbc9-dea4-49a3-8b29-65b77de6f8fd
Details: The Workflow Instance '04202cc0-14a3-410c-a3fc-2d6e5d25ebe6' encountered an internal error during processing. Contact your system administrator for more information.
I enabled tracing and this is what i found:
Microsoft.ResourceManagement Verbose: 0 : Creating WorkflowServiceHost for XOML Definition:\n<ns0:SequentialWorkflow ActorId="00000000-0000-0000-0000-000000000000" RequestId="00000000-0000-0000-0000-000000000000" x:Name="SequentialWorkflow"
TargetId="00000000-0000-0000-0000-000000000000" WorkflowDefinitionId="00000000-0000-0000-0000-000000000000" xmlns="http://schemas.microsoft.com/winfx/2006/xaml/workflow"
xmlns:ns1="clr-namespace:System.Workflow.Activities;Assembly=System.WorkflowServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856
    ThreadId=8
    DateTime=2013-09-04T15:17:10.0496188Z
Microsoft.ResourceManagement Information: 1 : 1 : : Invalid Element 'ReceiveActivity.WorkflowServiceAttributes' found while deserializing an object of type 'Microsoft.ResourceManagement.Workflow.Activities.ApprovalActivity'.
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Information: 1 : 1 : : Invalid data found while deserializing an object of type 'Microsoft.ResourceManagement.Workflow.Activities.ApprovalActivity'.
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Verbose: 0 : A WorkflowRuntime is not available for this WorkflowDefinitionVersionKey '20'.
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Error: 3 : Workflow host activation failed for workflow definition id : 231457c6-d044-4cc7-839f-98e5cf88f514, version key: 20. Exception: Object reference not set to an instance of an object.   at Microsoft.ResourceManagement.Workflow.Hosting.HostActivator.ActivateHost(ResourceManagementWorkflowDefinition
workflowDefinition, Boolean suspendWorkflowStartupAndTimerOperations)
   at Microsoft.ResourceManagement.Workflow.Hosting.HostActivator.RetrieveWorkflowDataForHostActivator()
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Information: 1 : The service has updated the list of active hosted workflow definitions to sequence number '1'.
This happened on two separate FIM deployments, but both of them were set up in the same way. What am i missing here?
Thank you,
Martin

(...) What am i missing here? (...) - Sharepoint 2013 and probable bug in FIM related to it. Check this thread for workaround
and resolution:
http://social.technet.microsoft.com/Forums/en-US/1b76672d-1276-4c71-b9fc-5bb1fcb36877/event-id-3-with-approval-activity?forum=ilm2
Tomek Onyszko, memberOf Predica FIM Team (http://www.predica.pl), IdAM knowledge provider @ http://blog.predica.pl

"This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint 2010 and Publishing Approval workflow.

I am trying to add a new workflow to a document library with the below mentioned settings and getting error saying "This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint
2010 and Publishing Approval workflow" . For your information the I have checked the server default option to open in browser.
Versioning Settings.
Error
This is quiet urgent issue . Any help would be really helpful.. Thanks..

Hi Marlene,
Thank you very much for your suggestions.
But I am not creating a custom workflow in designer as Laura has mentioned. I am instead trying to create a new Out of the box Approval Workflow and I get the error mentioned above.
As it works in other environment, I tried figuring out the possible differences which can lead to this error.
Today I found one difference which is there are no form Templates within Infopath Configurations in Central Admin. Now I am trying to figure out what makes this form templates to be added to the template gallery.
Regards,
Vineeth

OIM 11.1.1.5 Approval Workflow Issue

Hi,
I have installed OIM 11.1.1.5. While self-registration of a user, the request is created and by default assigned to xelsysadm as the request level approver.
However, when the approver logs in, assigns the organization to the user and approves the request, it is shown that the approval task is completed.
But the request status doesn't change and remains "Obtaining Request Approval" and thus the user is not created in OIM.
In SOA server, on checking the logs (soa_server1-diagnostic.log) we found the following error -
[soa_server1] [ERROR] [] [oracle.soa.bpel.engine.dispatch] [tid: orabpel.engine.pool-5.thread-4] [userId: weblogic] [ecid: ee9b8be672bf5ad0:-72f1c18e:1399f6dc058:-8000-0000000000000108,0:1:100000006] [APP: soa-infra] failed to handle message[[
java.lang.NoSuchMethodError: oracle.wsm.policy.model.IPolicySet.getStatus()Loracle/wsm/policy/model/IPolicySet$POLICYSET_STATUS;
We are unable to resolve the issue, we've tried using a custom approval workflow instead of the default approval workflow.
Kindly help.
Edited by: 957679 on Sep 7, 2012 6:17 AM
Edited by: 957679 on Sep 7, 2012 6:19 AM

Hi ,
I actually faced the same issue some time back .., it took me almost a week to resolve it ..
This is happening basically due to incompatible version of wsm-policy-core.jar on your server . Please check all the FMW s/f installed on your server . One of them is incompatible with OIM 11.1.1.5.0 .
Are you using BIP 11.1.1.6 by any chance .
Thanks
Suren

Offline approval workflow not working - SRM 5.0

Hi Team,
Suddenly we have an issue in SRM production server with Offline approval workflow, inbound mails are not getting processed in SOIN and workitems are not getting cleared. So document status is not getting changed.
There is no problem in receiving the mail, we have all configurations setup as per below link,
Offline approval - general configuration - Supplier Relationship Management - SCN Wiki
Incoming mails are received to system user and then auto-forwarded to dialog user. Dialog user is used to schedule the batch job - RBBP_OFFLINE_EVAL.
Please help to resolve this issue,
Thanks
Rajesh Rajagopal

Can anyone please help me on this issue, offline approval functionality is completely stopped
Please provide your help

Help in Approval workflow( Price book)

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