After you have entered the main data, you can run the following tasks.
After you have entered the main data, you can run the following tasks.
To obtain an overview of an approval workflow
In the Manager, select the IT Shop > Basic configuration data > Approval workflows category.
Select the approval workflow in the result list.
Select Approval workflow overview.
You can copy default approval workflows in order to customize them.
To copy an approval workflow
In the Manager, select the IT Shop > Basic configuration data > Approval workflows category.
Select an approval workflow in the result list and run the Change main data task.
Select the Copy workflow task.
Enter a name for the copy.
Click OK to start copying.
- OR -
Click Cancel to cancel copying.
To edit the copy immediately, click Yes.
- OR -
To edit the copy later, click No.
The approval workflow can only be deleted if it is not assigned to an approval policy.
To delete an approval workflow
Remove all assignments to approval policies.
Check to which approval policies the approval workflow is assigned.
Go to the main data form for the approval policy and assign a different approval workflow.
In the Manager, select the IT Shop > Basic configuration data > Approval workflows category.
Select an approval workflow in the result list.
Click .
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