In this article we show how can you setup Background approver Scheduled action.
- Create a new ‘Group’ Account
– ‘Background Approver’.
-‐Navigate to System Rights > User Rights and;
-‐Select ‘View all records’.
-‐Select ‘Edit all records’.
-‐Select ‘Create all records.’
2. Create a new User account
– ‘backgroundapprover’. The name must be exactly as mentioned.
-‐The ‘User Type’ must be ‘Super’.
-‐Navigate to ‘Group Memberships’ and add ‘Background Approver’.
3. Update the required routes.
-‐Navigate to ‘Setup’.
-‐From the Go to…drop down > Routes.
-‐Click on the desired routes and add a new stop.
-‐‘Member Type’ – Group
-‐‘Member’ – ‘Background Approver’.
4. Create the scheduled action rule
-‐Switch back to the user interface of TeamConnect.
-‐Navigate to All > Tools > Scheduled Actions.
-‐Click on the link ‘View Scheduled Actions folder’.
-‐Upload the file – ‘ScheduledApprovalAction.class’.
-‐Navigate back to the ‘Scheduled Actions’ page.
-‐Create the scheduled action as follows. The values associated to ‘Repeat’, / ‘Start Time’ can be changed based on the requirement.
-‐Click on the ‘Add’ button.
-‐The scheduled action should be created as follows;
5. Testing the rule.
-‐Create an invoice and push it in workflow.
-‐The workflow must now have the ‘backgroundapprover’ as the last stop member.
-‐Approve the invoice until the ‘backgroundapprover’ is the current stop.
-‐The rule utilizes the Rule logger to DEBUG and the XML logger to DEBUG. Make sure that these loggers are set to DEBUG.
-‐Navigate to ‘Scheduled Actions’.
-‐Click on the ‘Run Now’ button for the ‘Background Approver
-‐ Auto Approve’ rule.
-‐Once the rule completes, the test invoice must be directly posted. Check the ‘Approval History’ as well.
-‐The logs associated to the ‘XML Appender’ will display the invoice name that was auto approved.
Also attached is a PDF that can be sent out with these steps an screenshots, and the class file