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Question

Approval models : visibility and starting process

  • March 6, 2025
  • 1 reply
  • 13 views

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  • Sidekick (Partner)
  • 18 replies

Hello,

I have several questions about approval models.

I've created a template with two approval steps and assigned it to a document class.

As a user, when I’m in a screen like Purchase Order and I add a document with this document class:

  1. What happens to the visibility of this document?

    • Can only the owner and approvers see it?
    • Does the approval model restrict access in any way?
  2. What impact does this approval model have on the document?

    • Does it change its status, permissions, or other attributes?
  3. When I attach a document to an object (e.g., a Purchase Order), is it possible to trigger the approval workflow automatically?

    • From what I see, it seems that the document remains in a preliminary stage, and I have to go to the revision screen to start the approval. Is this the expected behavior?

Thanks in advance for your help!

Wishing you an excellent day.

1 reply

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2844 replies
  • March 7, 2025

Hi,

When you have configured a certain approval template to be used for a certain document class, two things happen when a document with that class is created (and from any screen):

1. The steps from the template are copied to the Approval tab on the new document revision.
2. If a person in one of the approval steps doesn't have access to the document, the system will ask about that to be added, or add it automatically.

That's it, that's the only thing that happens. If you are asking about if something else is happening, the answer is No 🙂

Also, if you want something else to happen as well, that's something you need to set up yourself, perhaps by using a custom event, or even customize the code.

Clear?

 


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