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disallow the addition of an approval step


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Is it possible to disallow the addition of an approval step when the status of the document revision is "in the approval process" ?  (in Version IFS10)

Best answer by Dilini Arandara

Hi @Ryo Asada  I understand your issue

@Asitha Rajapaksha @Mathias Dahl  this seems to be a defect, please confirm.

When we have the flag, adding new approval step and copy approval template is enabled

Update Allowed during approval

When we have this flag cleared, only Add new is disabled, we still can copy an approval template

Update Not Allowed during approval

Copy Approval template also should be disabled when update is not allowed during approval process right? Please give your input.

Thank you!

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8 replies

Dilini Arandara
Superhero (Employee)
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Hi,

 

if you clear this flag, then addition of an approval step  is not possible when approval in progress.

 


Dilini Arandara
Superhero (Employee)
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you can use document default values to control if the Update during Approval option in the Document Revision window should be selected by default or not when saving a new document revision.

 


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  • Author
  • Sidekick (Partner)
  • 13 replies
  • June 15, 2023

Hi Dilini.


I’m sorry. My explanation was insufficient.
I already knew that by turning off the "Allow updates during approval" flag, the add button (+ button) for the approval step cannot be pressed.
However, the right-click menu "Approval Template Copy" is still executable.
Is it possible to disable the ability to add an approval step by executing the right-click menu "Approval Template Copy"?


Dilini Arandara
Superhero (Employee)
Forum|alt.badge.img+12
  • Superhero (Employee)
  • 120 replies
  • Answer
  • June 15, 2023

Hi @Ryo Asada  I understand your issue

@Asitha Rajapaksha @Mathias Dahl  this seems to be a defect, please confirm.

When we have the flag, adding new approval step and copy approval template is enabled

Update Allowed during approval

When we have this flag cleared, only Add new is disabled, we still can copy an approval template

Update Not Allowed during approval

Copy Approval template also should be disabled when update is not allowed during approval process right? Please give your input.

Thank you!


Asitha Rajapaksha
Hero (Employee)
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@Dilini Arandara yes this looks like a clear defect. It shouldn't  allow adding new approval template when the document is in approval in progress and update allowed flag is not enabled. 


Dilini Arandara
Superhero (Employee)
Forum|alt.badge.img+12

Hi @Asitha Rajapaksha  Thank you for the confirmation.

 

@Ryo Asada Please send us a support ticket to get this fixed.


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2850 replies
  • June 15, 2023

Agree!


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  • Author
  • Sidekick (Partner)
  • 13 replies
  • June 16, 2023

Dear Dilini, Asitha, Mathias 

Thank you so much for your quick judgement.

We’ll send you a support ticket (CASE Registration) !!!

 

Asada


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