Toolbar of the Approvals Configuration Form

Use the toolbar options to complete actions on the Approvals Configuration form that are required to create and maintain approval workflows.

Contents

Field	Description
Search	In this field in the upper right corner, click to select an existing approval workflow to display in the Approvals Configuration form.
Save	Click this option to save the information that you entered on the form.
New	To set up a new approval workflow, click this option, and then select one of the following options from the shortcut menu: New Approval Workflow — Click this option to create a new approval workflow in a blank form. Copy Current Approval Workflow — Click this option to copy the data from an existing approval workflow that you have open on the Approvals Configuration form to create a new approval workflow. Select Approval Workflow to Copy — Click this option to select an existing approval workflow (type) whose information you want to copy into the Approvals Configuration form to create a new approval workflow.
Delete	Click this option to delete the current approval workflow that you have open on the Approvals Configuration form. You can delete an approval workflow only if approval records have not been generated with it and only if it is not currently specified as the approval workflow for an application on the General or Inventory tabs in Configuration > Purchasing & Inventory > Company Settings. Deleting an approval workflow removes all traces of it in Scheduled Workflows and User Initiated Workflows Configuration. Any additional actions that were added manually to an approval workflow in Scheduled Workflows or User Initiated Workflows are also removed. An alternative to deleting an approval workflow is to change its status from Active to Inactive in the Status field on the General tab on the Approvals Configuration form. This prevents the approval workflow from being selected in Purchase & Inventory Company Settings as the workflow to use for an application and no new approvals can be generated with it.
Help	Click this option to open the online help.