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Approval Map - Project Issues

  • 26 July 2023
  • 2 replies
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Userlevel 1

Is it possible to have an approval map for the ‘Close’ process of certain classes of ‘Project Issues’?  We have figured out how to use Project Issues as a custom form entry platform, but we’re getting to the point where it would be nice (for some forms) to have an approval workflow before they close.

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Best answer by Laura02 26 July 2023, 21:00

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Userlevel 7
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@APistorius as Laura stated there isn’t an approval map that you can set on the actual project issue without the Business event/schedule or customization, however, you can add an approval map to the Daily field report which have a tab for project issues.  

hope this helps!

Badge +18

Hello @APistorius ,

In version 2023 R1, Approval Maps can be added to the following screens/documents/transactions:

  • AP Bills & Adjustments
  • Cash Purchases
  • Cash Sales
  • Cash Transactions
  • Employee Time Card
  • Expense Claim
  • Expense Receipt
  • Invoices & Memos
  • Journal Transactions
  • Payments & Applications
  • Purchase Orders
  • Sales Orders

To add controls to the ‘Close’ process of certain classes of ‘Project Issues’ will require Business Events or some Customization.

Laura

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