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Former Member

CLM Workflow-Adding Adhoc (Manual) Approvers

Hi,

When manual approvers added to the document, Manual approver is receiving the work item every time after the Automatic approver approves the document.

For example a contract document needs to be approved by 6 approvers automatically.

When a Manual approver added by the user , the Manual approver receives the workitem every time after an autoapprover approves the document. In this case the manual approver is receving the workitem 6 times.

Please let us know how to ensure that the manual approver receives work item only once.

Thanks in advance,

Venkat

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2 Answers

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    Former Member
    Mar 14, 2011 at 06:29 AM

    Hi Venkat,

    Kindly let us know what do you mean by Automatic approver ??

    For approvals the approver are added thru workflow (XPDL).

    Kindly describe what you have done and where r u stuck.

    Regards,

    vaibhav

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    • Former Member

      Vaibhav,

      Thanks for your quick response. Automatic approver means approver added by XPDL .

      When ever manual approver is added by the owner of the document,work item is going to the manual approver inbox each time after the Approver added by XPDL approves the document.

      Please let me know how to prevent this .

      Thanks in advance,

      Venkat.

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    Former Member
    Mar 14, 2011 at 03:00 PM

    Hi,

    There are 2 ways of handling this:

    1. If the Owner feels that the role of the manual approver is complete for that Master Agreement (MA), he / she can go into the Header tab and delete the corresponding manual approver from the Collaborators section by clicking on the delete button

    2. If the manual approver is still required to be available on the MA but not needed for receving any system generated notifications, then the owner or any of the other collaborators with Read / Write permissions can check the "Do Not Send Collaborator Alerts or Notices" chckbox. This will prevent any emails to be sent to that manual approver.

    Let me know if this helps,

    Thanks

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    • Former Member Former Member

      Hi Venkat,

      Please try this:

      1. Remove the workflow defination from the phase defination.

      2. add a colaborator in the doc. with Approver role

      3. change the phase of the doc to the phase which used to trigger the WF.

      I am sure no workflow will get triggered and the person added in collaborator will not get workitem to approve.

      This will ensure that there is a issue with the XPDL only.

      Then add messages at the start and end of each step in XPDL. Connect this XPDL -> Workflow Defination -> Phase Config

      Trigger the WF and check the log.

      Hope this will help to solve ur issue.

      Vaibhav.