Configuring the workflow validation comment window

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The possibility to configure the workflow comment window when validating or invalidating a workflow step is only applicable in the beqom Web App.

When working in a process grid configured with a workflow, managers can submit or revoke a specific step of the workflow for a given employee with the possibility to write a comment in a contextual window. This article focuses on how to create a workflow and explains how to configure the validation and invalidation comment window in the Admin Portal .

Creating a Workflow

First of all, the process in which you want to work must be configured with a workflow. This operation is done in the beqom Admin Portal, as described below:

1. Open the (Undefined variable: CompoVariables_AP.Design).
2. Right click the Processes drop-down to create a new process or select an existing one.
3. In the Process Properties tab, check the Use workflow parameter to enable the workflow parameters.
4. Click Setup > Workflow.
5. Create a workflow step by clicking the icon.
6. Enter a name for the step.
7. Drag and drop the relevant profile(s) from the "Profiles List" column to the "Profiles Assigned to Permission Group" column.
8. Set up the permissions as follows:
   • select a level and a level option in the drop-down (e.g. "Only this Level" to only give access to the step to this node level)
   • select the permissions to grant to the profile: validate, invalidate, mass validation and/or mass invalidation
9. In the "Indicator Configuration" table, check the Visible and/or Editable column parameter(s).

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In order to make a field editable, you first need to enable the visibility parameter. Calculated fields cannot be set as editable.

10. Click Save. The workflow step has been created.

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You can copy and paste a workflow step configuration and only modify the step permission group.

Configuring the Workflow Comment Window

To configure the workflow comment window in the Web App, proceed as follows:

1. Go to the Admin Portal and open the (Undefined variable: CompoVariables_AP.Design).
2. Expend the Processes drop-down and select the grid with a workflow in which you want to work.
3. Click Setup > Workflow > Settings.
4. Choose the following options for Validation Comment and Invalidation Comment:
   • Optional: a comment can be added if needed but it is not mandatory in order to validate or invalidate the workflow step
   • Mandatory: a comment must be added in order to validate or invalidate the workflow step
   • Disabled: the validation or invalidation comment window is disabled
5. Click the icon. The new configuration is saved.