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Approvals & Workflow

Application address: /workflow · Product baseline: 0.4.0

Reference status

Screen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.

Open this screen

Use OSERP navigation to find Approvals & Workflow, or open /workflow on your OSERP application after signing in. Confirm the active company before reading or changing records.

Menu access: settings:manage

Menu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.

Fields and input controls

Limits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read how field limits work. Labels may differ with language and configuration.

Rule name

PropertyReference
Reference keyname
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderLarge purchase approval
EditingNo disabled/read-only condition declared directly on this control.

Applies to

PropertyReference
Reference keyprocessType
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Stage (or ALL)

PropertyReference
Reference keystage
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderALL
EditingNo disabled/read-only condition declared directly on this control.

When

PropertyReference
Reference keyfield
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

 

PropertyReference
Reference keyop
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

HIGH

PropertyReference
Reference keyvalue
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Then

PropertyReference
Reference keyaction
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Level

PropertyReference
Reference keylevel
LocationScreen / contextual panel
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Message shown on route / block (optional)

PropertyReference
Reference keymessage
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderPurchases over ₹1,00,000 need a manager's approval.
EditingNo disabled/read-only condition declared directly on this control.

Gate at stage (or ALL)

PropertyReference
Reference keystartStage
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderALL
EditingNo disabled/read-only condition declared directly on this control.

Only if (optional)

PropertyReference
Reference keyfield
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Allow self-approval (solo companies)

PropertyReference
Reference keyallowSelfApproval
LocationScreen / contextual panel
Input controlcheckbox
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

When it enters stage

PropertyReference
Reference keystage
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderSALES_ORDER
EditingNo disabled/read-only condition declared directly on this control.

Assign to

PropertyReference
Reference keyassignType
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: Document creator · Specific user · Role (team). Choices loaded from records or configuration are not enumerated here.

Who

PropertyReference
Reference keyassigneeId
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Due in (hours)

PropertyReference
Reference keyslaHours
LocationScreen / contextual panel
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Placeholder24
EditingNo disabled/read-only condition declared directly on this control.

Priority

PropertyReference
Reference keypriority
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Default for new documents

PropertyReference
Reference keyisDefault
LocationScreen / contextual panel
Input controlcheckbox
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Stages in this flow (lifecycle order)

PropertyReference
Reference keystagesSel
LocationScreen / contextual panel
Input controlcheckbox
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Named actions

These are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.

  • Edit
  • Cancel
    • Add level

Verification still required

Business purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.

See the operating manual, coverage register, and troubleshooting guide.

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