Approval Map - Project Issues

  • 26 July 2023
  • 2 replies

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.


Best answer by Laura02 26 July 2023, 21:00

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Userlevel 7
Badge +6

@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.



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