Submit a contact list for approval using Windows Workflow Foundation

Submit a contact list for approval using the Windows Workflow Foundation (WWF) approval engine. The contact list is forwarded to the approval group defined for the approval workflow related to the contact list.

Prerequisites

Before you begin, complete the following:

1. In the s00051 Approval Groups screen, ensure you create an approval group and add the required users to the approval group. For more information, see Create an approval group and Add a user to 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 WWF.

   2. In the Workflow group, use the Edit Workflow functionality to define an approval workflow for the contact list.

   3. 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 WWF

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. 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.

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

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

    The contact list is submitted for approval.