Show TOC

 Unit 3: Inserting an Approval Loop

Use

In this unit, you add an approval loop into workflow template ZTWS so that the employee sends the form to his or her direct superior, and then on to the next higher-level superior for approval. The next higher-level superior can send a query to the employee. The form is returned to the employee for editing. The approval step must then be run again.

Note Note

You need two additional workflow steps for the approval loop: one for the next higher-level superior, and one for the employee. You need the additional workflow step for the employee because the employee cannot use the start step for editing the form again, since this step is outside of the workflow template.

Therefore, after inserting the approval loop, your workflow template has a total of four workflow steps.

End of the note.

Note Note

You have already completed the necessary settings (on the form scenario side) for FSS_3 in the previous unit.

End of the note.
Unit Objective

The objective of this unit is a process with the following steps:

Business Step of Process

Process Step Processor

Workflow Step

Form Scenario Step

Remarks

Relocation notification

Employee

None

FSS_1 (Request)

Start of workflow; this step is outside of the actual workflow

Enter relocation benefit

Direct superior

Edit Relocation Form (Superior)

FSS_2 (Insert Bonus Data)

Approve or reject relocation benefit

Next higher-level superior

Approve Relocation Form

FSS_3 (Approve/Reject Bonus)

Add data to the relocation form

Employee

Edit Relocation Form Again (Employee)

FSS_1 (Request)

Optional step – only if the next higher-level superior has queries

Check data and save to back-end system

HR Administrator

Edit Relocation Form (HR Administrator)

FSS_4 (Department Check)

Procedure

This unit is divided into the following lessons:

Setting Up the Approve Form Workflow Step

You enter the workflow step with which the next higher-level superior receives the form for approval. Proceed as follows:

  • Lesson 3.1: Including the Approve Form Workflow Step in the Workflow Template

  • Lesson 3.2: Defining the Approve Form Workflow Step in Detail

  • Lesson 3.3: Branching to Reaction to Result of Including the Approval Step in the Workflow Template

Inserting the Form Is Edited Again by Author Workflow Step

You enter the workflow step with which the form is returned to the employee for editing, if the next higher-level superior chooses Back to Author . Proceed as follows:

  • Lesson 3.4: Including the Form Is Edited Again by Author Workflow Step in the Workflow

  • Lesson 3.5: Defining the Form Is Edited Again by Author Workflow Step in Detail

Setting Up a Loop for Reapproval

You enter the loop with which the next higher-level superior receives the form again for approval, if the form is returned to the employee for editing because of a query. Proceed as follows:

  • Lesson 3.6: Inserting a Loop for Running the Approval Process Again

  • Lesson 3.7: Adjusting the Workflow Process Flow After Inserting the Approval Loop