Item Based Automatic Approval

Hi,
Is it possible to set up a workflow so that an automatic approval is performed at item level?
The requirement is that if the Item is incomplete (i.e. will go on to create a PR), then the item is automatically approved.
I have an expression to determine if an item is incomplete, but can only select decision type 1 for the Automatic (System) Approval.
Help would be appreciated.
Thanks,
Mike

Hi,
You can go for Item based decision for partial document (i.e., decision type 4).
Example:
In the first process level, check for the incomplete level of the item based on the expression, if it is incomplete skip the level and go for automatic approval in the next step.
Regards
Kannaiah

Similar Messages

Completion and approval workflows in line item based SC approval scenario

Hi SRM experts,
We are on SRM 7 ECS , support pack SAPKIBKV08
We are designing line item based SC approval workflow. We also have completion workflow. i.e after requester creates a shopping cart, it goes to buyer as per completion workflow( if the SC does not have price , vendor or has a free text) , and then after the completion workflow, it goes to main SC approval workflow.
My questions are :
1. If a requester creates 2 line items in SC , and 1 line item does not have price/vendor/or material , whereas 2nd line item has price/vendor/ and material , can we send onlt the 1st line item to completion workflow and not send the 2nd line item in the completion workflow but directly to SC approval workflow ? OR we have to send the entire cart to the completion workflow ?
2. After the completion and the approval workflow , if line item 1 is approved, can it create a PO , whereas the 2nd line be still in approval . i.e do all the cart items need to be approved before creating POs or as and when individual line items get approved , they can create thier own POs
Rgds
Sumendra

Hi Sumedra,
Which workflow are you using - application or process contrlled workflow?
Assuming you are using process-controlled workflow - I will answer following questions -
1. Can offline approval be used for item based shopping cart approval workflow?
- Yes, it can be used !
2. Can different line items be sent by mail to different mail boxes?
Yes
3. Will 1 manager see all the 10 line items OR only the 1 line item for which he is responsible?
1 manager can 'see' all the items but he can only approve or reject the item that he is suppose to act on. All other item will be grayed out. However, this behaviour is configuarable !
4. If he will get only line for which he is responsible , and once he clicks on approve , will this approval apply to his line item only , OR it will apply to all the 10 line items ?
- see above
Regards,
Amit

Hard Question:   Item-Based Approval for Multiple Account Assignment?

Hi Vadim and community,
Possibly.. this is my hardest question for you.
We need to implement Item-Based Workflow Approval. The CC Owner should approve only the items assigned to his/her CC.    We'll do this reading R3(CO) data.
Thats not the problem.
The problem is: I need to use Multiple Account Assignment. I'll distribute one time in 3 o more CC.   Is it possible to have an CC-Based Workflow Approval ?   I mean, The CC owner should approve partly the item assigned to his/her CC.
Anybody knows something ?
Thanks for your reply !!! =)
Regards,
Diego

Hi Diego,
In my understanding you want to define one or several level of approval depending on the CC assignement on each item.
lets take an example:
CC1 owner approver1, CC2 owner approver2 and CC3 approver3
For a SC:
-Item 1: 20% on CC1, and 80% on CC2
-Item 2: 20% on CC1, and 60% on CC2, and 20% on CC3
Then in the item level BADI, you'll define:
-Item1:
Level1 ==> approver1
Level2 ==> approver2
-Item2:
Level1 ==> approver1
Level2 ==> approver2
Level3 ==> approver3
I had this requirement on a project, and the hard part was not the BADI implementation, but the CC owner link with the SRM users (cause all approvers have to be declared on the SRM, and integrated in the SRM org plan).
Regards.
Vadim

Line item based approval

Hi All,
I have line item based approval workflow WS14500015. My shopping cart has multiple line items each awaiting approval from multiple approvers.
Now my requirement is when any approver approves his line items , that particular line items should not be allowed for changes even though the shopping cart has status awaiting approval coz others line items are still awaiting approval .
Is this possible i.e user should be able to make changes to unapproved line items abut not approved line items .
Can i user badi BBP_WFL_SECURE_BADI for this ?? Please if anyone has already done this please share your inputs .
Thanks in advance
Iftekhar Alam

Hi Alam,
have you checked the APPROVAL_HISTORY_TABLE and ITEM_APPROVAL_HISTORY_TABLE? Here you will receive information on already approved items and the current approval process.
Kind regards,
Thomas

Update Approval Status of parent Folder based on approval status of folder items

Hi,
I have a SharePoint list which contains folders. Each folder contains one or more items. I wish to update the folder approval status to "Approved" when all the items inside the folder are approved.
The workflow should trigger whenever the approval status of one or more items inside the folder is changed and is expected to check the approval status of all other items inside the folder. If all the items are approved the folder's approval status should
be set to "approved".
I am designing the workflow via SharePoint Designer 2013 and using SharePoint Online 2013 .
Thanks a lot in advance.

Hi,
According to your post, my understanding is that you wanted to update Approval Status of parent Folder based on approval status of folder items.
Per my knowledge,
there is no out of the box way to accomplish this with SharePoint.
Though we can loop the
folder items to set the content approval status, we can not get the parent folder and then set the content approval status.
As a workaround, I recoemend to create event reciever to get set the content approval status of the folder items.
For more information, you can refer to:
How to: Create a remote event receiver
How to create a simple Remote Event Receiver for a Custom List in Office 365 SharePoint 2013 site
Regarding SharePoint Online, for quick and accurate answers to your questions, it is recommended that you initial a new thread in Office 365 forum.
Office 365 forum
http://community.office365.com/en-us/forums/default.aspx
Thanks,
Linda Li
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
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Item-based Shopping Cart Approval

Hi,
I'm using Item-based approval shopping cart. I'm using the BADI BBP_WFL_APPROV_BADI for getting the approvers. I'm getting all the approvers in APPROVAL_TABLE and having ITEM_APPROVAL_TABLE also filled. I'm giving different branch index for different line items. As I described in those table, it is picking the first approver for particular line items and sending workitem to them. But once I execute from One user, the workitem disappears from other. And I'm not populating any details in ITEM_APPROVAL_OBJ.
Is it needed to give the details in the table ITEM_APPROVAL_OBJ ????
Can anyone tell me how to proceed with item level approval ??
Regards,
JMB

You don't need directly update anything in the table, the function module BBP_WFL_DIN_ITEM_APPROVAL_GET populates this table. Take a look at the existing BADI implementation.
Regards, IA

RE: Item-based approval

Item Level Approval..
with regards to post so I can reward points to those who can really give a light on my issue. Thanks!

Please help.
I've tried to populate TABLE bbpt_wfl_lia_def..Used the recommended FUNCTION MODULE BBP_WFL_DIN_APP_OBJ_GET
but i am still encountering "no workflow was found" But if the amount is less than 100,000, it has 1 level approver. BUT the items are still on the header level not item based. PLEASE help
have this code but was not able to give the correct result.
TABLE BBPT_WFL_LIA_DEF
CRIT_NAME1 CRITVALUE1 AGENT1     AGENT2 AGENT33
LOW         50000019   50000042
LOW         50000032   50000050
MEDIUM      50000019   50000042 50000077
MEDIUM      50000032   50000050 50000077
HIGH        50000019   50000042 50000077 5000076
HIGH         50000032 50000042 50000077 5000076
CRITVALUE1= ORGUNIT ID
AGENT1 = User ID of Approver
AGENT2 = User ID of Approver 2 levels
AGENT3 = USER ID of approver 3 levels
ZPOPULATE_LT_APPR_DEF'
SELECT * FROM bbpt_wfl_lia_def
INTO CORRESPONDING FIELDS OF TABLE lt_appr_def.
LOOP AT lt_item INTO ls_item WHERE del_ind IS INITIAL.
          IF ls_item-ordered_prod is initial. "NS
NS
            CALL FUNCTION 'ZPOPULATE_LT_APPR_DEF'
              TABLES
                LT_APPR_DEF = lt_appr_def.
            ls_approval_item-approval_item_guid = ls_item-guid.
             MESSAGE actual_approval_index TYPE 'I'.
            IF actual_approval_index LE 1.
              CLEAR ls_item_app_obj.
              ls_item_app_obj-sc_guid = ls_header-guid.
              IF ls_item-value <= 200000.
                lv_call_crit1 = 'LOW'.
              ELSEIF ls_item-value > 200000 and
                     ls_item-value <= 1000000.
                lv_call_crit1 = 'MEDIUM'.
              ELSE.
                lv_call_crit1 = 'HIGH'.
              ENDIF.
                 lv_call_crit1 = c_org_unit.
              lv_call_value1 = ls_orgdata-proc_group_id.
               if actual_approval_index LE 1.
              CALL FUNCTION 'BBP_WFL_DIN_APP_OBJ_GET'
                EXPORTING
                  sc_guid           = ls_header-guid
                  criterion1        = lv_call_crit1
                  value1            = lv_call_value1
                IMPORTING
                  approval_obj_guid = ev_app_obj_guid
                TABLES
                  item_app_obj      = item_approval_obj.
              ls_approval_item-approval_object_guid = ev_app_obj_guid.
              APPEND ls_approval_item TO lt_approval_items.
              if lv_call_crit1 = 'MEDIUM'.
                CALL FUNCTION 'BBP_WFL_DIN_APP_OBJ_GET'
                  EXPORTING
                    sc_guid           = ls_header-guid
                    criterion1        = lv_call_crit1
                    value1            = lv_call_value1
                    iv_item_value     = ls_item-value
                    iv_add_value      = 'X'
                  IMPORTING
                    approval_obj_guid = ev_app_obj_guid
                  TABLES
                    item_app_obj      = item_approval_obj.
                ls_approval_item-approval_object_guid = ev_app_obj_guid.
                APPEND ls_approval_item TO lt_approval_items.
              endif.
              if lv_call_crit1 = 'HIGH'.
                CALL FUNCTION 'BBP_WFL_DIN_APP_OBJ_GET'
                  EXPORTING
                    sc_guid           = ls_header-guid
                    criterion1        = lv_call_crit1
                    value1            = lv_call_value1
                    iv_item_value     = ls_item-value
                    iv_add_value      = 'X'
                  IMPORTING
                    approval_obj_guid = ev_app_obj_guid
                  TABLES
                    item_app_obj      = item_approval_obj.
                ls_approval_item-approval_object_guid = ev_app_obj_guid.
                APPEND ls_approval_item TO lt_approval_items.
              endif.
ELSE
--to be implemented
ENDIF.

Item based approval for Service Confirmation

Hello All,
Is it possible to build item based approval workflow for Service Confirmation using Application controlled approach in SRM? Which standard template should I use for this?
Please let me know.
Thanks,
A

Hi Diego,
In my understanding you want to define one or several level of approval depending on the CC assignement on each item.
lets take an example:
CC1 owner approver1, CC2 owner approver2 and CC3 approver3
For a SC:
-Item 1: 20% on CC1, and 80% on CC2
-Item 2: 20% on CC1, and 60% on CC2, and 20% on CC3
Then in the item level BADI, you'll define:
-Item1:
Level1 ==> approver1
Level2 ==> approver2
-Item2:
Level1 ==> approver1
Level2 ==> approver2
Level3 ==> approver3
I had this requirement on a project, and the hard part was not the BADI implementation, but the CC owner link with the SRM users (cause all approvers have to be declared on the SRM, and integrated in the SRM org plan).
Regards.
Vadim

Offline approval for line item based Shopping carts

Hi ,
We are planning to use offline approval and line item based approval (item based approval workflow) for shopping carts.
For e.g. 10 line items in a cart can have 10 different cost centres, and a line each need to go to respective cost centre managers for approval.
have few clarifications:
1. Can offline approval be used for item based shopping cart approval workflow?
2. Can different line items be sent by mail to different mail boxes?
3. Will 1 manager see all the 10 line items OR only the 1 line item for which he is responsible?
4. If he will get only line for which he is responsible , and once he clicks on approve , will this approval apply to his line item only , OR it will apply to all the 10 line items ?
Rgds
Sumendra

Hi Sumedra,
Which workflow are you using - application or process contrlled workflow?
Assuming you are using process-controlled workflow - I will answer following questions -
1. Can offline approval be used for item based shopping cart approval workflow?
- Yes, it can be used !
2. Can different line items be sent by mail to different mail boxes?
Yes
3. Will 1 manager see all the 10 line items OR only the 1 line item for which he is responsible?
1 manager can 'see' all the items but he can only approve or reject the item that he is suppose to act on. All other item will be grayed out. However, this behaviour is configuarable !
4. If he will get only line for which he is responsible , and once he clicks on approve , will this approval apply to his line item only , OR it will apply to all the 10 line items ?
- see above
Regards,
Amit

Item based on a formula in a custom folder

Hi, actually I'm using Discoverer 4i and I have a problem when I create (with the administrator) an item based on a formula inside a custom folder.
The item is based on the following formula :
GET_THRESHOLD(Name,'XXI_SZF_SLA_Thresholds_Kormos') -- (1)
where:
GET_THRESHOLD is a function that returns a number
Name is the first parameter (and at the same time another item of the custom folder)
'XXI_SZF_SLA_Thresholds_Kormos' is an hardcoded value.
So..when I wrote the formula into the Item Properties, this is written correctly and when I connect with Desktop or Viewer my report works correctly.
But when I close and I re-open the administrator, I see the following formula
GET_THRESHOLD(Name,'XXI') -- (2)
.....how it was saved in a wrong way....or truncated....
I tried to check also the flag "Automatically save changes after each edit"....but I see always, after I reopened the administrator, the formula (2) and not the formula (1)
Is seems that my changes are not saved !!
Is this a bug ? Can I fix it in some way ?
Thanks in advance
Alex

hi,
1. Try to execute the function manually by passing the same value.
2. Discoverer formats the names of Items/folders/parameters etc by replacing underscores ("_") with a space, so this might be the reason, why it converts the value to : 'XXI SZF SLA Thresholds Kormos' and takes only the first string "XXI".
3. Try passing a value without "_".
Hope this helps!
Yogini

[svn:fx-trunk] 4982: Moving DataGroup from item based lookup to an index based lookup.

Revision: 4982
Author: [email protected]
Date: 2009-02-16 23:31:05 -0800 (Mon, 16 Feb 2009)
Log Message:
Moving DataGroup from item based lookup to an index based lookup. Also, we now cleanup old item renderers when the dataProvider changes. This solves some memory leak problems.
Because of this, we should now be able to deal with duplicate items again.
We still need to work on data collection changes in the virtual layout case.
QE Notes: Please add the tests for dup items back in
Doc Notes: -
Bugs: SDK-19245, SDK-18043
Reviewer: Hans
tests: checkintests, DataGroup and FxList mustella tests (some new ones failed, but are really due to SDK-19287, and these tests should be excluded to that bug now)
Ticket Links:
http://bugs.adobe.com/jira/browse/SDK-19245
http://bugs.adobe.com/jira/browse/SDK-18043
http://bugs.adobe.com/jira/browse/SDK-19287
Modified Paths:
flex/sdk/trunk/frameworks/projects/flex4/src/mx/components/DataGroup.as

GREAT info, but it may be helpful to note that when replacing a portion of the variable "Countries" with a whitespace character, you may cause the workflow to fail in a few specific cases (certain lookup fields will not accept this and will automatically
cancel). I only found this out when recreating your workflow on a similar, but much more complex list set.
To resolve this issue, I used another utility action (Extract Substring from Index of List) to clear out the whitespace. I configured it as "Copy from
Variable: Countries, starting at
1 (Output to Variable: Countries), which takes care of this issue in those few cases.
Otherwise, WOW! AWESOME JOB! Thanks! :)

Automate Approved Purchase Requsition to Approved Purchase Order

Hi all,
How can we automate the flow from the Approved Purchase Requisition to Approved PO.
What are the basic setups(ASL, SOURCING RULES) needed?
To brief it, by Requisition Import process we get approved PURCHASE REQUISITION.
In a similar fashion, can we automate(not with autocreate) creation of approved PO without choosing supplier, for each item/requisition ?
Thanks in advance
Regards
Kumar

HI ,
Find below the set up steps for Auto creation of PO.
1.Valid Contract agreement need to be available for the supplier site.
WF set up :
Create Documents workflow attribute :
“Is Automatic Creation Allowed?” set to “Yes”
Should Contract be used to autocreate Doc?” set to “Yes”
"Is automatic approval allowed" set to Yes
"Should Non catalog requests be autosourced from contract" set to YES
"Is contract required on requistion line" set to Yes
In req. approval WF :
'Send PO Autocreation to Background' set to NO for launcing the WF background process to be launched immediately.
In PO module :
PO: Automatic Document Sourcing -- set it to NO
create Sourcing rule and ASL ,Provide the Contract info in ASL and set the release method as "Release using Autocreate"
Note : In case of NCR from iproc which has the item category alone,ASL is not required for auto creation of PO.
Once all this setup is done ,import the req and it would be converted into a std. PO.Hope this suffices.
Subbu

Is it possible (and if so, how) to automatically approve Access Requests

SharePoint 2013 (we are using SP 2013 On-Prem.) provides the ability for users to "request" access to a site, or for Site Members to "share" content with users outside of the current site users. In both cases, however, the request
for access/sharing is added to the hidden list Access Requests, and a notification sent to the Site Collection Owner/Administrator, who must then "approve" the request before access is actually granted to the outside user.
We have a use case where we would like to have any access requests (specifically those initiated by Member users to share content with non-site users) automatically approved. We still want the Access Request list to track all the requests, but we want
to somehow set all requests to Approved as soon as they come in, so that the Site Owners/Admins do not become a bottleneck where it takes time for access to be granted.
Is there any way to accomplish this without the need for custom code?
I tried leveraging a SPD-based workflow, but there are not properties on Access Request that seem to represent the Approved/Declined selections available in the Request user interface, so there does not appear to be a way (at least via workflows) to set
a request to approved.
Any ideas/thoughts on how to maybe accomplish this?

Don't think there is a way to do this OOB.
--Cheers

WS14500015 - n-step WF, item based

Hi Guys,
I'm developing an item based approval WF for my customer (WS14500015), using the BAdI BBP_WFL_APPR_WORKFLOW, Method GET_REMAINING_APPROVERS.
I have the situation, that a SC (BUS2121) is created with two items, the approver list looks as follows:
                                       Itm1    Itm2
Appr1    EMPLOYEE_3      x         x
Appr2    MANAGER_1        x
Appr3    MANAGER_3        x         x
When the approval process comes two MANAGER_1 I expect that he only sees the item he is responsible for and not both. At least this is what the indicator 'HIDE_ITEMS_NOT_RESPONSIBLE' implies.
In my LT_APPROVER table I have 5 entries, they all point to the right approval object ID.
Does anyone have a clue what is missing or which additional indicator needs to be set?
Kind regards,
Thomas

hi,
I dont think this is possible with the Header level approval workflow!You may need to think abt the item level approval workflow to distinguish between the items to be sent to the different approvers.
BR,
Disha.

Automatic Approval of timesheets at the resource level

Hi there,
I have a Manager that would like all of the timesheets submitted from her resources (she is both their Resource Manager and Timesheet Approver) to be automatically approved, rather than her needing to approve them. The tasks the
Manager's resources use vary based on client work they engage in so we need to do this at the resource level, not the task level.
Thanks,
-Kate

Hi Kate,
If you want your manager to automatically approve the timesheet and status updates , try creating an approval rule from approval center.
By default if you set the resource himself as Timesheet manager, it would be approved automatically.
Status manager would be approving the status updates.
Cheers! Happy troubleshooting !!! Phani - MSFT Enterprise Project Management
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Item Based Automatic Approval

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