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How to Create Assignment and approval Map for Employee Screen

  • 6 September 2022
  • 5 replies
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I want Create Assignment and Approval map for employee screen. If employee Payment method change i want to trigger approval map. currently i am not able to select Employee Entity in approval Map screen.

 

How implement approval map for new custom screen?

 

 

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Best answer by manikantad18 6 September 2022, 12:39

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Userlevel 7
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Hi @arun83 

The below article will help you to implement the approval map on the customer screen https://www.acumatica.com/blog/implementing-approval-process-on-custom-screens/

Thanks

 

Userlevel 2
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Hi @arun83 

The below article will help you to implement the approval map on the customer screen https://www.acumatica.com/blog/implementing-approval-process-on-custom-screens/

Thanks

 

This article gives idea on new custom screen, but how to add approval map for existing entity.

Userlevel 7
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HI @arun83 

Currently, out of the box Acumatica does not have Approvals for the Employee screen. 

I was going to suggest changing the user role for allowing that, but you can not.

The only other thing to possibly try is creating a business event for data change:

https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=83582d78-a752-4175-af4f-3cec6150aca0

 

You can also suggest that Acumatica add the Employee screen to approvals for a future release. 

Userlevel 7
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Hi @arun83 

  1. Create a  Business event when the payment method is changed for an employee and an email to be sent to the approval team 
  2. An Email will be triggered to the Workflow people ( Emails should be added in the notification template )

    once the Approver receives the Email, the approver will review the Employee payment method changes and approves the changes by enabling the Checkbox manually, which indicates  Approved.

This scenario was implemented in stock Item for approval to one of my customer using business events

Thanks

Userlevel 2
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Hi Guys,

I have implemented Approval Map for Employee Screen successfully. 

 

Employee Screen I have added Approval Manually as below 

 

Create Graph extension to add required changes 

 

 

For other info follow below forum 

https://www.acumatica.com/blog/implementing-approval-process-on-custom-screens/

 

Thanks :)

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