Creating an Approval Template

Identify who can approve document revisions and business objects such as Customer Order Lines or Inventory Parts.

  1. Go to the page Approval Template.
  2. To create a new approval template, click New + at the top of the page.
  3. Choose a name for your template in the field Approval Template you can add a Description and then click Save.
  4. To define the order of the approval, in the Approval Steps area:
    1. Click New +.
    2. Fill the field Approval Step No.
      Note:
      The lower number in the approval step indicates that it will be routed to the corresponding user or user group first. The Approval Step No field follows a sequential order.
    3. Fill the Description field.
    4. Fill the Person ID field with the user name that needs to approve the templates.
    5. Click Save.


    You have created your approval template.
  5. If the service is enabled, you can find the approval process in IFS Cloud pages, scroll down to see the area Attachments at the bottom of the page.

    Note:
    If the service is not enabled and you need it for the process, contact the IT team.
  6. To establish an approval process on an existing business object, click Copy Approval Template.
    A pane appears.
  7. In the field Template, select the correct approval template and click OK.
    You linked an approval template to your process.
  8. If you need to detach approval template steps on business objects, you can do it if the steps have not been approved or rejected:
    1. At the bottom of the pages concerned by this process, scroll down to the area Attachments.
    2. Click Detach on the step you want to detach.
    3. A dialog appears, click OK.


  9. If you need to approve objects:
    1. Go to the Approvals page.
    2. For each line, click the three dots , then click Approve Step or Reject Step.
    3. Once you approve or reject a step, it will go to the next user or user group.