Apps 9 - Approval Creator

Some things to consider:

• If the approval routing is created from a template connected to the Document Class in Doc Default Values, then is the creator of the Approval Process the document Responsible Person?
• If the approval routing is manually assigned, either via RMB-Copy Approval Template or line-by-line, then is the creator of the Approval Process still the Document Responsible Person or the user (possibly another Doc Admin) that added the lines? There is nothing in the Document Revision History that shows that Approval lines were added, only when they are modified or removed.
• Is the Approval Creator defined as the user that changes the document revision status from Preliminary to Approval in Progress? This info can be obtained from the Document Revision History. Note, though, that there could be multiple instances of one document revision moving from Preliminary to Approval in Progress, each performed by a different user.

You need an event action like this to notify the originator.  Event is out of the box.

Took me a while to find this one as well, but once set up, it has worked fine for me.

ShawnBerk wrote:

You need an event action like this to notify the originator.  Event is out of the box.

 

 

 

 

Took me a while to find this one as well, but once set up, it has worked fine for me.

Hi Shawn,

I’ll give this a test today and let you know if it works as expected. It does look very promising.

Thanks for the information.

Regards,

Ryan

ShawnBerk wrote:

You need an event action like this to notify the originator.  Event is out of the box.

 

 

 

 

Took me a while to find this one as well, but once set up, it has worked fine for me.

Hi Shawn

Thanks for the information again.

I’ve managed to get most of the event to work however, when I use the ‘RECEIVER’ field it either returns as just the field name &RECEIVER or has the text ‘NO RECEIVER DEFINED’. Do you have any idea why this could be? 

Thanks

I had a quick look at the code and it looks like the receiver should get the name of the user that created the document revision. When used in an e-mail, the event framework/execution engine should then look up the e-mail address for the foundation user with that name. Perhaps the e-mail address is not in place?

      IF lu_name_ = 'DocIssue' THEN
         Get_Receiver_And_Admins___(receiver_, admin_list_, key_ref_, include_admins_);
      ELSE
         receiver_   := 'NO RECEIVER DEFINED';
      END IF;

PROCEDURE Mail(
   sender_        IN VARCHAR2,
   from_          IN VARCHAR2,
   to_list_       IN VARCHAR2,
   cc_list_       IN VARCHAR2 DEFAULT NULL,
   bcc_list_      IN VARCHAR2 DEFAULT NULL,
   subject_       IN VARCHAR2,
   text_          IN CLOB,
   attachments_   attachment_arr,
   mail_sender_   IN VARCHAR2 DEFAULT NULL);

Thanks for the information,

It would make sense to have a record of who created the approval, realistically I thought this would be an out of the box field. I’ll see if I can write some customisation that saves the ‘person ID’ of who has created the approval. 

The Custom Menu I created to apply the approval could maybe be the trigger. I just need to figure out how to save the creator of the approval now

Thanks

By using a custom event you should be able to save to some place who created each approval step. You could use a custom field or some unused field on the object.

For us, the creator of the document revision and the user starting the approval are one and the same, so it works for us due to that simplicity.  For a separate user attaching the approval, then yes, you’ll have to grab the user email you want via an additional event.  I’ll likely have to do the same with future approval routes that become more complex where I need to notify more than one user that the approval is complete.  Just don’t have that setup currently.

It would be useful once you get it all working to update this post with the solution you arrive at, when you have a chance.