Submit a contact list for approval using AVEVA Work Tasks

Submit a contact list for approval using the Work Tasks approval engine. The contact list is forwarded to the assigned approval group in AVEVA Work Tasks.

Prerequisites

Before you begin, complete the following:

1. In the s00051 Approval Groups screen, ensure you create an approval group. For more information, see Create an approval group.

2. In the s00052 Approval Flows screen, perform the following:

   1. In the Approval Flows grid, ensure you create an approval workflow with the Approval Concept defined as Contact List and the Workflow Approval Engine defined as Work Tasks.

   1. In the Approval Flow Relations grid, in the Data Extraction Input tab, ensure you create a data extraction input.

   2. In the Approval Flow Relations grid, in the Approval Groups tab, ensure you assign the approval workflow to the approval group.

3. In the s00053 Approval Project Setup screen, ensure you relate the contact list approval workflow to a project. For more information, see Assign an approval workflow to a project.

To submit a contact list for approval using AVEVA Work Tasks

4. Navigate to the s50053 Contact Lists screen.

5. In the Current Project control block, from the Project dropdown, select the ID of the project for which you defined the contact list approval workflow.

6. To refresh the screen, select the F5 key.

7. In the Contacts List grid, select a row.

8. In the General tab, from the Approval Group dropdown, select the ID of the approval group for which you defined the contact list approval workflow.

   Ensure the selected approval group is same as the approval group defined for the approval process in AVEVA Work Tasks.

9. On the s50053 menu, in the Options group, from the Workflow dropdown, select Submit for approval.

   In the Contacts List grid, in the General tab, the value in the Status field changes from Create/Change to Approval.

10. (Optional) To undo the workflow update, on the s50053 menu, in the Options group, from the Workflow dropdown, select Undo workflow actions.

11. On the Home menu, in the Record group, select Save.

    The contact list is submitted for approval.

    In AVEVA Work Tasks, you can view the submission. The assigned approver can approve or reject the submission as required.