You are viewing limited content. For full access, please sign in.

Question

Question

Last Approval stage is read only on a 4 stage process.

asked on June 22, 2021 Show version history

Hello everyone:

 

I have a 4 stage approval process

  1. Anonymous user fills in and submits the form and it goes to their manager.
  2. (Manager Approval) Manager reviews the form and fills in their section and clicks on Approve, or rejects it
  3. (Purchasing Approval) If Approved, A purchasing Manager should fill in their section and click on Approve to finalize it or reject it to send it back to the manager
  4. (Service Task) If approved, the completed form is sent back to the originator via email.

 

The problem is on step 3:

  1. The purchasing Manager sees a Read only form and can't fill in their section
  2. There are no Approve or reject buttons on the form itself, even though they are set up in the User task
  3. They do have Approve or reject buttons in the action history.

 

Read only is not selected in the Purchasing approval task.

 

How do I set the form up so that the Purchasing Manager can fill in their section and see the approve and reject buttons on the form itself?

Let me know if there's any other information that you need and I'll post it here. A copy of the process is attached.

Thanks!

 

Herb

 

 

Capture.PNG
Capture.PNG (58.16 KB)
0 0

Answer

SELECTED ANSWER
replied on June 22, 2021

I just figured it out. There were multiple people that could have this task assigned to them.

 

The Purchasing manager needs to select "Assign to me" and then they can edit the form.

 

Herb

 

1 0

Replies

You are not allowed to reply in this post.
You are not allowed to follow up in this post.

Sign in to reply to this post.