Approval Workflow (NEW)
Use screens in the Approval Workflow application group to define approval workflows in Costpoint, including setting up of approval roles, reject codes, and approval workflow models.
Related Topics:
Approval Workflow: Screen Add-On
For applications or result sets that have an approval workflow defined and that is active, an Approval button displays on the Application Toolbar.
Use this screen to enter the roles and associated users for your approval workflows.
Use the Role Filter Fields screen to define fields for role filtering.
Use this screen to enter codes for rejecting approval workflows.
Approval Workflow Email Messages
On the Approval Workflow Email Messages screen, you can create text templates for approval workflow email notifications.
Use this screen to define and design approval workflow models and assign them to specific Costpoint application screens.
Manage Approval Workflow Case Status
Use the Manage Approval Workflow Case Status screen to manage and monitor the status of a single case, or multiple cases.