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Allow adding approvals on the fly?

  • April 30, 2024
  • 2 replies
  • 101 views

jhouser
Captain II
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I’m implementing Requisitions and have set up approval maps. But they want to allow the creator of a requisition to add an approver on the fly. These additions don’t have a pre-defined criteria, so adding to approval map won’t work. It’s a case by case scenario. I see there’s a + button on the Approvals tab, but it’s always disabled. Does anyone know if Acumatica allows this to be enabled without customization? I’ve looked into it, but haven’t found anything. 

 

 

Best answer by aaghaei

@jhouser what you really need is a custom workflow. Not sure if you are looking for any customization but in case you are, I have created a custom engine that a few clients are using it and works nicely. What you looking for is possibility to deviate from standard map and it is one of the options in my advance workflow I call that “Route”. Here is a link to the post I created while back.

 

 

2 replies

jhouser
Captain II
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  • Author
  • Captain II
  • April 30, 2024

I did just come up with a workaround. A step can be added to map with creator as the approver. Then they can reassign to the desired approver. But, I’d still like to know if the + button can be used somehow, so if anyone has an idea let me know! :)


aaghaei
Captain II
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  • Captain II
  • Answer
  • May 2, 2024

@jhouser what you really need is a custom workflow. Not sure if you are looking for any customization but in case you are, I have created a custom engine that a few clients are using it and works nicely. What you looking for is possibility to deviate from standard map and it is one of the options in my advance workflow I call that “Route”. Here is a link to the post I created while back.