Configuration and setup for Mass Approval

Security configuration

The service object Document tag set and get is required to add.

• Navigate to Security configuration -> ExFlow web user role -> Privileges -> ExFlow web user privilege -> Service operations
• Add references -> Select
  
  • EXF_Documenttagservice.Getdocumenttags
  • EXF_Documenttagservice.Setdocumenttags

Document tag action

To be able to trigger an action the tag sent from web needs to be setup.
ExFlow AP -> Setup -> Classification -> Document tag actions

Enable Tags
Tag	The text that web will send.
Action	The appropriate action to set for the invoice.
Category	Is either shared or private.
UserId	is a single user if category is set to private.

ExFlow user level permission

ExFlow AP -> Setup > Configuration > User level permission

• Add: up_allow_action_tag_approve to the desired user levels.
  

ExFlow users

ExFlow AP > Setup > Maintenance > Users

• Assign user level to the user which should be allowed for mass approval.
• Login to WEB as same user, and the invoices are shown in the grid form where user can select and approve multiple invoices at once.
  

• After mass approval. The invoice statuses changes to “Unprocessed”.
  

ExFlow Parameters

For Mass Approval Coding validation at approval set to "Always" is required.

ExFlow periodic job

ExFlow AP -> Periodic Jobs -> Miscellaneous -> Invoice action approve

• Set batch job to run frequently
  

Under notification, the batch result shows if the invoices are approved or if the invoice had some errors.

• If the invoice passes ExFlow validations, its status automatically changes to “Approved”.
  

• If an invoice fails validation during the batch run, it is automatically returned to the approver’s inbox.