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Question

Add approval template automatically on specific format

  • Oct 23, 2024 1:25 PM UTC
  • 2 replies
  • 121 views

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Hei :)

 

Is it possible to set approval templates for specific Document Formats in IFS Cloud?

2 replies

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • Oct 23, 2024 2:39 PM UTC

@IWAAIOL in order to automatically attache an approval template on any Logical Unit you would need to have:

  • custom event to attach the approval template
  • custom event to stop the users from changing the status if there’s any step that’s not been approved

I’m attaching here a pdf showing how ypou could pull this off.


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  • Author
  • Do Gooder (Customer)
  • Oct 31, 2024 6:50 AM UTC

Hei Marcel,

 

Thank you for the quick reply.

I was hoping it was standard to add it (instead of using the custom event), but we will continue with the custom event.

 

Thank you :)