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How do I make documents of a screen need approval?

Create an Approval for the screen, tick the actions, add approvers by sequence with weightage, and conditions if only some documents need it.

Screen
Approval (Organizational Structure › Automation)
Who
The implementation consultant
Takes effect
On the next document saved
Needs first
Users, notification templates

Before you start​

Steps​

  1. Open Approval, New, a code, Create.
  2. Pick the Process Code (the screen) and tick Create (and Edit, Delete or Reverse if those need approval too).
  3. Pick the Request and Approved Message Notification templates.
  4. On Approval, add the approvers with Sequence and Weightage.
    • Two or more users in one sequence: weights must add up to at least 100. One user: not more than 100.
  5. On Trigger Condition, add conditions if only some documents need approval (Amount greater than 100000).
  6. Tick the comment requirements you want, and Save.

Check it worked​

  • A new document of the screen shows Save and send for approval; the approver sees it in their approvals.

If something looks wrong​

  • “Total weightage of all users must not be less than 100”. Raise the weights of that sequence.
  • “… cannot be both … And …. Use OR to allow either”. Two “is” conditions on one field are joined by AND.