Material Master Approval

[#1]

Hi,

I need help..I have gone through most of the Material Master workflow discussion in the forum. I am not an expert in Workflow. But, I am just trying to create a simple workflow to see that, if master data is created a mail is sent, then goes to a user inbox. who when clicks on work item must be able to view the material master created and finally approve it.

But I am having issues. Please help me. This is a urgent requirement.

Workflow container created with Material Number and Temperature Control.

High level view of workflow

Send Email

Display Material

Display Task

Approve Material

Material Tested

Task is ready for review, but I am unable to view the material master from the work item. What is the necessary setting to show Material Master from the work item? I should be able to view the material master, when I click on work item and approve it.

At the moment with the set up display and Approval are to different step. I know I can add a button for Approval using form, but can anyone suggest an option where I don’t have to code a single line. Not having a line of code here is the key.

Also, can I know if I can assign the agent with a Security role. I mean any user with a certain role will receive the workflow. Thank you.

Please help!!!!!

Thanks

Yorker

[Jocelyn_Dart]

Hi Yorker

Ok... not the most ideal workflow but well done as a newbie so let's see if we can fill in some missing blanks.

What you need to do bind the Material instance to your decision task.  That will make it an attachment of your decision task and then the user will get a link under "Objects and attachments" they can use to display the task. 

That is, you will not need a separate step to display the material - and in fact that's not best practice so get rid of that step.

I'm going to assume you have managed to bind the Material object instance from the incoming Event that started the workflow to a Workflow Container element - I'm basing that on the fragments I can see in your screenshots, but if you need help with that just come back to the forum.

For the user decision task, look for the BINDING button on the Control tab of the user decision step. You can see the Binding button in your screenshot of the user decision step above.  In the binding look for the _ATTACH_OBJECTS of the user decision task.  You need to bind your material object instance (not the number - the instance) to the _ATTACH_OBJECTS. Attach objects is a table so you can use the Append option (press the arrow head button in the binding) to Append your material instance to the table. 

_ATTACH_OBJECTS can generically hold any object, so if you get a binding error, use the options in the popup that comes when you press the arrow head button in the binding to downgrade the error to warning.

Good luck

Jocelyn