Status Approvers
Where a status has been selected as a ‘For approval’ status by selecting the "A " attribute, you must specify who the approvers are for this Form type for the authoring company. This is a comma-separated list of UserIDs.
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Learn more about setting up an Approval Process for your Forms. Click here. |
To configure Company Approvers
1. Go to the Status approvers tab.
2. Add the user ID's for the relevant companies by clicking the ... button.
3. Click Update.
Bypassing the Approval Process
You can also set up users who can bypass the Approval process - for example a manager or director role in your project.
1. To allow a user to bypass the Approval process.
2. Add the user into the Users that can bypass Approval process section.
3. Click Update.
Status Triggers
A status trigger allows you to automatically create a new Form type when a Form is changed to a specific status. A good example is triggering a Payment Certificate when a Claim has been set to Approved Status.
1. To set up a status trigger go to the Status trigger tabGo to Configure.
2. And select Document types.
3. Locate the Form type that you 'd would like to create against the Status you would like it to be triggered.
3. Click Update.
This section enables you to create your Form Statuses and effectively set up a workflow to control the flow of information and the approval of Forms.apply the Approval process to.
4. Under Status, Click Edit.
5. Click on the Triggers tab.
6. On the Status you want to have the trigger on, select the form type to create.
7. Click Update.
