Wiki: POSITION APPROVAL SET UP

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