Approval Conditions
An approval condition combines a workflow event and a condition to determine for which action an approval should take place.
If an approval condition is verified (for example, somebody tries to print a purchase order which total amount is over a certain threshold), COSMO Workflow checks whether a valid approval for this action is available.
If there is no valid approval available, the error message (the text of the approval condition) will be displayed, and the action of the user will be cancelled.
The Approval Conditions page is accessed using Tell Me. Choose the 
icon, enter Approval Conditions, and then choose the related link.
Select an existing approval condition or create a new one.
General FastTab
The fields on the General FastTab of an Approval Condition are described in the following table.
| Field | Description |
|---|---|
| No. | Specifies the number of the approval condition. |
| Description | The Description field contains a short description of the approval condition. |
| Event No. / Condition No. | The Event No. field determines which event triggers the checking of the condition that is provided in the Condition No field. |
| Table ID | The Table ID field determines in which table (from the condition) the to-be-approved record is stored. |
| Table Caption | Specifies the name of the table. |
| Approval Type Code | Select an appropriate code in this field. This code is used to precisely assign release conditions to a release process and to separate different approval processes if they take place in parallel. |
| Automatic Approval Expiration | Determines if a given approval cannot be used several times to perform the action monitored by the approval condition. Turn off the toggle if you do not want a user to have to obtain a new approval each time. |
| Workflow Category | Workflow categories are used to group approval conditions. |
| Approval Check | Use the Approval Check field to control whether the checking will be done based on a value or a workflow team. The options are: - Value – The approval check is done using a specified approval value. - Teams – The approval check is done using Workflow Teams. |
| Approval Value Comparison | If the Approval Check is Value, then in the Approval Value Comparison field, you can choose how the application should compare issued approvals with the approval conditions. The options are: - Equal/Greater – The approval value of the record must be at least as big as the value of the approval condition. - Equal – The approval value of the record must be equal to the value of the approval condition. |
| Approval Value | Enter the required integer approval value in the Approval Value field when the Approval Check is Value. |
| Include User Approval Value | Determines if the system adds the user’s approval value to the obtained approvals. If this toggle is turned off, the approval value of the user will be ignored. |
| Blocked | To activate an approval condition, turn off the Blocked toggle. |
When checking the approval condition, the application compares the required approval value to the current approval value that has so far been assigned to the record.
If there are several approvals available for one record, the application calculates their total sum.
If the approval value is not met (has not been met yet), a message (the text of the approval condition) will be displayed as an error.
Hinweis
Use the Lines FastTab to add additional information.
Approval Teams FastTab
If you want to do approval checks based on workflow teams, select the Teams option in the Approval Check field.
On the Approval Teams FastTab, you can enter the workflow teams that must issue an approval.
The fields on the Approval Teams FastTab of an Approval Condition are described in the following table.
| Field | Description |
|---|---|
| Approval Team | Select the workflow team code in the Approval Team field. |
| Group Code | By using the Group Code field, you can assign workflow teams to several different approval teams. It means that the approval should not be necessary issued by all the workflow teams that are listed here. It is enough that all workflow teams of one of the approval groups issue the approval. |
| Direct Approval Required | Determines if you can define that the approval must be issued directly by a specific workflow team. If somebody with a higher hierarchy level issues an approval, for example, A reports to B), then it will not be considered. In this case the A team must approve it with the claimed B team. If not all approvals of the workflow teams of at least one group have been issued, a message (the text of the approval condition) will be displayed as an error. |
| Description | The name of the approval team will be displayed in the Description field. |
Menu Functions
There are several functions in the Actions menu.
- Choose the Insert Fields action to insert placeholders of the reference table fields into the text in the same way as you do it for a Workflow Task Template.
- Choose the Insert Teams action to add workflow teams to the approval teams.
- Choose the Copy from Approval Condition action to copy an existing approval condition into the newly created one.
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