on 02-10-2011 6:02 PM
Hi experts,
I configured the workflows in CUP and now im trying to configure the email notifications . The CAD's that I've set are:
1. Request Petitioner
2. Internal Control
3. Security
and the approver determinator for each stage are:
1. Petitioner
2. Internal Control
3. Security
So, I need to know two thinks:
1. Could the person who submits a request, send it and approve with a single mouse click? given that the same person must submit a request and then approve it, would it be possible to perform both actions at once?
2. I would like to set e-mail notifications to the appropiate role owner, it 's possible? The problem is that we don´t set the role owners like approvers determinator.
Thanks in advance
Marta
Hi Marta,
In answer to question #1: You could possibly achieve this by changing your workflow but I do not think you want to do so. You would have to guarantee that submission was always done by those that approve the first stage in you workflow.
Question #2: I am not sure I understand what you would like to do. From what you state, I am assuming the Role approvers are stored in the Role file (CUP >> Configuration Tab >> Roles >> Search Roles/Create Roles) and not in a CAD. Are you looking to personalize the email for each role approver so he/she knows exactly which of his/her roles are in the request to approve from the email notification?
Renee
Edited by: Renee Schmoker on Feb 11, 2011 4:58 PM
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Hi Marta,
You could set an esclation setting to moven on to next stage, but you can not have a submit and apporve on the samle click.
For the role owner, you need to define a new role woner initiator along with a suitable CAD, stage and a path for them to be able to approve the request. You cant have just email notification to role owners without them being approvers.
Regards,
Chinmaya
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Hi Chinmaya,
thanks for your answer.
Now, I set an escalation in Petitioner stage like "Forward to next stage" and for stage I gave approver determinator as "Request". So, when it escalate to next stage, the big issue is request doesn´t get the next approver (in this case, Internal Control)
Actually, CUP doesn´t ignores the expected approval at this Petitioner stage and doesn´t proceeds to the next stage in the path
I don´t understand the reason because the escalation doesn´t works
thanks in advance
Marta
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