This page (revision-14) was last changed on 26-Nov-2021 10:22 by lurtan

This page was created on 26-Nov-2021 10:22 by JLawler

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Version Date Modified Size Author Changes ... Change note
14 26-Nov-2021 10:22 2 KB lurtan to previous
13 26-Nov-2021 10:22 2 KB lurtan to previous | to last
12 26-Nov-2021 10:22 2 KB lurtan to previous | to last
11 26-Nov-2021 10:22 2 KB jmyers to previous | to last DPS_APPRVL_REQ ==> DPS_APPRVL_REQ(System_Preference)
10 26-Nov-2021 10:22 2 KB RForbes to previous | to last
9 26-Nov-2021 10:22 3 KB JEscott to previous | to last
8 26-Nov-2021 10:22 3 KB JEscott to previous | to last
7 26-Nov-2021 10:22 3 KB JEscott to previous | to last
6 26-Nov-2021 10:22 3 KB JEscott to previous | to last
5 26-Nov-2021 10:22 2 KB RForbes to previous | to last
4 26-Nov-2021 10:22 2 KB JLawler to previous | to last
3 26-Nov-2021 10:22 2 KB JLawler to previous | to last
2 26-Nov-2021 10:22 1 KB JLawler to previous | to last
1 26-Nov-2021 10:22 1 KB JLawler to last

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POSITION APPROVAL SET UP
POSITION APPROVAL SET UP

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!Step 1 - IMFN, Copy IDPS
In order to set up approvals, the [IDPS] screen __MUST__ be copied. Use the [IMFN] screen to copy [IDPS] and make the following changes.
*Use the “Copy Function and Form” to make a copy of [IDPS]. The system will default IDPS_EXT as the name of the [function|FUNCTIONS], however this can be over written to suit the users preference (For example: IDPSA, IDPS_APPROVAL, etc.). The description can also be edited.
* The Usage of the new function must remain as User Defined so that it is not overwritten with the next release of the application.
#In order to set up approvals, the [IDPS] screen __MUST__ be copied. Use the [IMFN] screen to copy [IDPS] and make the following changes.
##Use the “copy function and form” to make a copy of [IDPS]. The system will default IDPS_EXT as the name of the [function], however this can be over written to suit the users preference (For example: IDPSA, IDPS_APPROVAL, etc.). The description can also be edited.
##Once the new function has been created, add as a minimum, the [P2K_MASTER] [role] on the [execution rights] tab.
On the [Preferences] Tab the [function] preference “[DPS_APPRVL_REQ]” will need to be set to “True”. This will result in approvals being tied to the new extended function. Log out and back in again.Once the newly created function is in place, [object security] should be used to restrict all fields that will not require approvals. It is suggested to secure off the “standing” column on the extended [IDPS] form to avoid the value from being manually changed. You will not be able to select “Waiting for Approval” or “Not Approved” on the original IDPS screen this can only be changed on the extended [IDPS] screen.
#On [IDAP], the [approvers] and [approval steps] must be defined. By selecting ‘Positions’ in the Type field, the new approval process will be tied to the newly created [function].The original IDPS will not display any positions that are in a status of “Waiting for Approval”. A new find block LOV with a where clause changed to include positions waiting approval will need to be added to the new extended form. (In this example, the where clause has been removed and all the status types are included on the extended form).
#Once the new find has been created it will need to be attached to the newly created function on the IMFN screen.
#Log out of the system and sign back in. Approvals are now set up on the newly created form
At line 6 removed 47 lines
!Step 2 - IMFN, Add Security
Once the new function has been created add, as a minimum, the [P2K_MASTER] role on the execution rights tab.
%%
[{Image src='PSN_approval1b.jpg' width='600'}]
%%
!Step 3 - IMFN, Add Approval Preference
On the [Preferences|PREFERENCE] Tab the [function|FUNCTIONS] preference “[DPS_APPRVL_REQ(System_Preference)]” will need to be set to “True”. This will result in approvals being tied to the new extended function. In order for the preference to be respected, you must log out and back in again.
%%
[{Image src='PSN_approval2.jpg' width='600'}]
%%
!Step 4 - IMFOS, Add Object Security
Once the newly created function is in place, object security should be used to restrict all fields that will not require approvals. Object security for a form can be done in the [IMFOS] screen.
It is suggested to secure off the “standing” column on the extended [IDPS] form to avoid the value from being manually changed. You will not be able to select “Waiting for Approval” or “Not Approved” on the original IDPS screen this can only be changed on the extended [IDPS] screen.
!Step 5 - IDAP, Define Approval Process
On [IDAP], the [approvers|APPROVERS] and approval steps must be defined. By selecting ‘Positions’ in the [Type|APPROVAL_TYPE] field, the new approval process will be tied to the newly created [function|FUNCTIONS].
%%
[{Image src='PSN_approval3.jpg' width='600'}]
%%
!Step 6 - IMLOVL, Define New Find Block
The original [IDPS] will not display any positions that are in a status of “Waiting for Approval”.
A new find block LOV with a where clause changed to include positions waiting approval will need to be added to the new extended form. (In this example, the where clause has been removed and all the status types are included on the extended form).
%%
[{Image src='PSN_approval4.jpg' width='600'}]
%%
!Step 7 - IMFN, Add Find Block to New IDPS Function
Once the new find has been created it will need to be attached to the newly created function on the [IMFN] screen.
%%
[{Image src='PSN_approval5.jpg' width='600'}]
%%
!Step 8 - Exit and Re-enter Application
Log out of the system and sign back in. Approvals are now set up on the newly created form
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![Notes|Edit:Internal.POSITION+APPROVAL+SET+UP]
[{InsertPage page='Internal.POSITION+APPROVAL+SET+UP' default='Click to create a new notes page'}]
This page (revision-14) was last changed on 26-Nov-2021 10:22 by lurtanTop