Invalidate signatures in approval loop

This procedure addresses the scenario where a work item has been approved and acquired several signatures, but the work item is now rejected and sent backwards in the workflow; for example, back to New. The work item will need to go through the approval loop again and regain new signatures.

You can configure which signatures to invalidate on a workflow action.

It is not necessary to make all signatures invalid. You can select which signatures to invalidate.

Example

For example, a Reset to New workflow action is going from 300 > 100.

You can configure the invalidation of the signatures acquired during the forward steps of 100 > 200 and 200 > 300.

Notes

• This feature is mostly used for Work Permits and Supplementary forms that make use of signatures.

• Invalidated signatures remain in history log.

Invalidate signatures entity

1. From the Tools menu, open the System management menu.

2. Double-click to open Entities and workflow.

   

3. On the entity in the Maintenance of entities and workflow table, right-click an entity and select Workflow actions.

   

4. On the Workflow actions window, right-click a workflow action and select Signatures invalidation.

   

5. Add as many rows as needed to the table—one for each signature acquired in the forward workflow. These are the signatures to remove if the backwards workflow action is performed.