Approval Workflow Setup - Parameter Definitions tab - HxGN EAM - 12.1 - Feature Briefs - Hexagon

HxGN EAM Approval Workflows
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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
12.1

On the Parameter Definitions tab of the Approval Workflow Setup screen, you can define which fields of the source record are copied to the workflow event when the Activation Status is met. These fields (and more specifically, the value of these fields) can be used by the workflow event to determine thresholds for approval (purchase order amount approval levels for example) or they can be used in the emails the system can send to request approval. This is achieved by selecting the relevant columns and/or functions of the selected entity table. Important attributes are:

  1. Parameter—Unique integer assigned to the parameter. This value can be changed. Only the first 15 can be used for the email.

  2. Column—Column and/or function of the entity table as specified on the record view.

  3. Alias—Common name to describe the parameter.

  4. Activation Condition—When a record is flagged as an Activation Condition, the system will un-hide and make required an operator and value field. The system will only create the workflow event when all the Activation Conditions are met. For example, the purchase order must be worth more than $1000. The operators available in the drop-down are dependent on the data type of the selected column.

If no Parameter Definitions are flagged as Activation Conditions, a workflow event will be created each time the Activation Status criteria is met.

The Parameter Definitions values can be leveraged in E-mail Notifications to notify an approver when a workflow event is pending their approval. This template is specified on the Approval Steps tab. The Parameter integer of the Parameter Definition record needs to equal the desired parameter variable as specified in the E-mail Template. For example, Parameter 1 of the Parameter Definition records is the purchase order code (Column = ORD_CODE). The E-mail Template subject line would be “Purchase Order %1 is pending your approval.”

To find the name of the column for a specific field on a desired screen, you can leverage Screen Designer and View Field Details of the field to view its related column name.