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Multi Level Document approval using workflow in SAP DMS

Hello Dear Experts.


I would like to create document using cv01n.


After attached document an e-mail goes to release owners. There are 2 option should be appeared 'Release' Button & 'Reject' Button into email body.


It should be released by departmental or positional head through mail just clicking on any of this options who can release or reject the document.


If not release or reject then it will go for previous stage.


After released, it will goes to companies CXO level owners (5-6 CXO participant is there) through e-mail for approval. There are 2 options should be appeared 'Approve' button & 'Reject' button into their e-mail body.


If more than 50% approver (including CEO) are approved this document (Approved>Rejected), this document status is approved otherwise auto rejected.


If Approved by CXO then it will wait for final approval.


One of the authorized person recieve an email for approve this document finally. There are one button appear 'Approve' button into the email body. Final approver just click on the 'Approve' button and approved this document finally.


Overall flowchart is :



How to resolve the process?


Can anyone help, Please explain step by step?

Regards

Akbar

flowchart.JPG (57.6 kB)
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2 Answers

  • Best Answer
    Posted on Jan 18, 2016 at 09:09 AM

    Hi Akbar,

    1. you can create your workflow from SWDD.

    2. Search the relevant BOR object for this tcode.

    3. Use the create event in that BOR in your start conditions of the workflow (HAT symbol-basic data ).

    4. your workflow will trigger when your document is saved. After the doc is saved, a mail should be sent to departmental or positional head. you can use a send mail step here.

    check this link to add functionality of accepting/releasing via mail Offline/External Mail Approval Process without using SAP Part-3

    5. add a condition if the doc is released or not.

    6. If released, you can use a FORK for CXO level owner approvals.

    Regards

    Meenakshi

    Message was edited by: Christoph Hopf Please do not ask for points!

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 27, 2016 at 12:43 PM

    Hi,

    I could recommend you to use the status network for approval,

    Create approve and send to CEO status, rejection status ,similar status network and create a custom workflow with document type and status then assign the user ID against the document status.

    Rgds,

    Nayeem.

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