Hi @BLLBrucemo , Please check if setting up below document default value would resolve your problem.

Thanks Dilini, i have already got this enabled for the approval template but when do i need to put in the ‘Override-Value?’

@yes, you have to. 

First you need to have your approval template saved. Example shown below

Then, if your requirement is to, have the above approval template on all the documents that you create using document class “WRITE-OFF”, you have to set it up under document class management, and you have to update the default value with your Template ID. In my case, it is ‘20’

Hope this is helpful.

Thanks for the reply, i did try that but it didnt automatically select my approval template. Not sure what am doing wrong as i have the setup like yours

Approval Template

Document Class Managment default

Then i add a document with the class - BAL W/OFF but the approval process is not applied

Approval template still empty

Any other ideas what could be missing?

In the comments above, what has been presented is the proper setup for a default approval routing to be connected to a document revision of a specific Doc Class.

After re-reading the initial post and comments, though, I understand this requirement to actually be:

When a user attaches a document of a certain document class (e.g., BAL W/OFF) to a specific business object (e.g. &AO.PAYMENT_UNION), automatically attach a pre-defined Approval Routing to the business object (&AO.PAYMENT_UNION).

In the screenshot of the Attachments panel of the Customer Offset, the Approval Process here would be related to the Customer Offset, not the attached document.

If this is the requirement, then a custom event action would need developed.