67 lines
2.6 KiB
Markdown
67 lines
2.6 KiB
Markdown
In order to allow multiple people to submit multiple requests, for approvals,
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by multiple users, ERPNext requires you to fill the workflow conditions.
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ERPNext tracks the multiple permissions before submission.
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Example of a leave application workflow is given below:
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If an user applies for a leave, then his request will be sent to the HR
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department. The HR department(HR User) will either reject or approve this
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request. Once this process is completed, the user's Manager(leave approver)
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will get an indication that the HR department has Accepted or Rejected. The
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Manager, who is the approving authority, will either Approve or Reject this
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request. Accordingly,the user will get his Approved or Rejected status.
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To make this Workflow and transition rules go to :
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> Setup > Workflow > New Workflow
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#### Step 1: Enter the different states of Leave Approval Process.
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<img class="screenshot" alt="Workflow" src="{{url_prefix}}/assets/img/setup/workflow-1.png">
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#### Step 2: Enter Transition Rules.
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<img class="screenshot" alt="Workflow" src="{{url_prefix}}/assets/img/setup/workflow-2.png">
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#### Notes:
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> Note 1: When you make a workflow you essentially overwrite the code that is
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written for that document. Thus the document will function based on your
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workflow and not based on the pre-set code settings. Hence there might be no
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submit button / option if you have not specified it in the workflow.
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> Note 2: Document status of saved is 0, of submitted is 1, and of cancelled is
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2.
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> Note 3: A document cannot be cancelled unless it is submitted.
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> Note 4: If you wish to give the option to cancel, you will have to write a
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workflow transition step that says from submitted you can cancel.
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#### Example of a Leave Application Process:
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Go to the Human Resources Module and click on Leave Application. Apply for a
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Leave.
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When a Leave Application is submitted, the status on the right hand corner of
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the page shows as "Applied"
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When the HR User logs in, he can either Approve or Reject. If approved the
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status on the right hand corner of the page shows as Approved. However, a blue
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band of information is displayed saying approval is pending by leave approver.
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When the leave approver opens the Leave Application page, he should select the
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status and convert to Approved or Rejected.
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{next}
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