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Former Member

CLM Workflow -Approvers History with status to be seen initially

Hi,

We configured N -Step workflow for contracts.Depending upon the rules such as financial value ,product category approvers for document will vary from a minimum of 4 to a maximum of 8.

As soon as the document is advanced to workflow phase,the first approver will be seen.

The requirement is all the approvers for a document to be seen initially similar to SRM Workflow with the status as waiting for approval.Once the approver approves the document, the status to be updated as approved.

Please let us know what needs to be coded in the prescript in order to display the approvers initially along with the status.

Thanks in advance,

Venkat.

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Mar 14, 2011 at 06:34 AM

    Hi Venkat,

    In standard, one by one approval takes place, so the workflow adds the approver as and when the level gets executed.

    So in standard it will not be possible, as far as I think.

    Alternativley you can create a custom collection, once the workflow is triggered in the first level, you determine all the approver

    and update this collection. and add the 1st approver as approver (as in std)

    Then once the first approver approves, in the second level, update the custom collection with 1st approver status as approved

    pick up the second approver and add in the approver list (standard)

    I hope you get what I am trying to explain.

    Regards,

    Vaibhav

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 16, 2011 at 05:46 AM

    Hi Venkat,

    Goto Enhancements and create a collection with 3 fields, say : Seq. NO, Approver Name, Status.

    in the Contract page or MA.

    When the phase of Contract is changed to Approval phase, trigger workflow.

    In Workflow, first stage, write code to get all the approver list.

    Use MA/Contract API to update the custom Collection with this list of approvers in sequence and status as "To be Approved"

    for all other and for 1st approver status as "In process".

    and use method "addApprover" to add 1st approver in the list.

    Suppose approver approves

    Then in the consequent stage, retrieve the 2nd approver from the custom collection, update its status as "To be Approved"

    Update the status of first approver as "Approved".

    So on ......

    I hope now you are clear.

    Regards,

    Vaibhav Modi

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    • Former Member

      Hi Vaibhav,

      I have a question about your proposed approach. I follow until you state "write code to get all the approver list." Based on my what I can see in the IAPI I would need to access the workflow history to achieve this, however, the required access is not properly exposed for use in our scripts. Is there another way to access the list of approvers via code?

      Thanks for your help,

      Shanker

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