How to Activate Document Approval Workflow

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Contents

Purpose

This tips is useful for electronic approval (paperless) implementation.

What we are going to do is just make a little modification on default workflow. Example :

We want each requisition to go through an approval step before completion, and here are the steps to hack the workflow :

Requisition Window

1. Login as SuperUser and choose System Administration Role.

2. Go to Workflow

3. Select Process_Requisition

Image:process_requisiton.png

Node Tab

4. Go to Node tab

5. Add new node name it : (DocApprove) and choose User choice as the Action at the colum box select "isApprove"

Image:node_approve.png

Transition Tab

6. Save it then move to Transition tab and create new record, fill in next node with (DocComplete)

Image:Transition_approve2complete.png

New Transition

7. Save it, and back to Node Tab, select (DocPrepare)

8. There is no modification in node tab for (DocPrepare), but we are going to add a new transition for this node

9. Jump to Transition node again and add new record then fill in next node with (DocApprove)

Image:Transition_prepare2Approve.png

10. Make sure line no of the new record is smaller than line no of 1st Transition (DocComplete)

Image:Transition_prepare.png

End

11. Save it and congratulations as you now have got yourself an approval workflow.

See Also

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