Add or remove an assignment approval workflow in Planning Business Modeler

In the Forms Assignment workspace, you can add an assignment approval workflow to an assignment, or you can remove an approval workflow from an assignment. When you add an approver to an assignment that has no prior approver, an approval workflow is created for that assignment. Conversely, by removing all approvers from an assignment, you can remove an approval workflow from the assignment.

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Add an approval workflow to an assignment

Remove an approval workflow from an assignment

Add an approval workflow to an assignment

  1. In the Workspace Browser, click Process Management.

  2. In the View drop-down list, select Assignments.

  3. In the Assignment workspace, click to open an assignment.

  4. Click the Approval pane header to expand the pane, and then click Select Approvers(s). The Manage Approver(s) dialog box is displayed.

  5. Select the approver that you want to add by using one of the following methods:

    • In the Available users/roles list, click to select the approver that you want to add, and then click the right-arrow (>).

    • In the Available users/roles list, click the approver that you want to add to the assignment.

  6. Click OK. The Manage Approver(s) dialog box closes and the added approver appears in the Approval pane.

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Remove an approval workflow from an assignment

  1. In the Workspace Browser, click Process Management.

  2. In the View drop-down list, select Assignments.

  3. In the Assignment workspace, click to open an assignment.

  4. Click the Approval pane header to expand the pane, and then click Select Approvers(s). The Manage Approver(s) dialog box is displayed.

  5. Select the approver that you want to add by using one of the following methods:

    • In the Selected Users/roles list, click to select the Approver you want to remove, and then click the left arrow (<).

    • In the Selected Users/roles list, click to remove the approver from the assignment.

  6. Click OK. The Manage Approver(s) dialog box closes and the approver is removed from the Approval pane.

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