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I want to set up an event to automatically add an Approval template every time a Budget is created on a Work Order.

I have an event I’ve used before, but looking at the key reference, I have two questions:

 

  • Approval template links to the individual cost type, rather than the Work Order Budget total - is there a way to change this?
  • If answer to above is approval can only be linked to cost type - WORKORDERBUDGET when selected in an event is missing the ‘WORK_ORDER_BUDGET_COST_TYPE_DB’ field which is used in the key reference - what is the best way to get this into the event - is there a SQL expression that can be added?

i.e. Key Reference for approval template is - WO_NO=20287^WORK_ORDER_COST_TYPE_DB=E:

 

 

Only way I would know that is close to the standard of IFS, is to use the approval routing that is available via Document Management. Yes, you most likely have to include some hard-coded values in the event action (but with additional work, even that can be bypassed). The biggest worry I have is that using the approvals of DocMan, can be bypassed without too much trouble. One needs to build even events to check if the approval round has been finished or not. Also look at object connections for the approvals. Once again, this is tricky. We are looking into IFS24R2 and even there, there is nothing on WO approvals. Most likely will become a modification that is on the complex side (thoughts are now to copy the approval handling as available in Procurement).

Please let us know if you succeeded.

Thanks ​@eqbstal - we didn’t end up pursuing this in the end, so unfortunately didn’t find any solutions outside the Doc Man approval routing. We’ll pick it up again when we review our modules in IFS Cloud.

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