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. - Approval Roles
Use this screen to enter the roles and associated users for your approval workflows. - Role Filter Fields
Use the Role Filter Fields screen to define fields for role filtering. - Reject Codes
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. - Approval Workflow Models
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.
Parent Topic: Workflow