Appearance
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
| Property | Reference |
|---|---|
| Reference key | name |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | Large purchase approval |
| Editing | No disabled/read-only condition declared directly on this control. |
Applies to
| Property | Reference |
|---|---|
| Reference key | processType |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Stage (or ALL)
| Property | Reference |
|---|---|
| Reference key | stage |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | ALL |
| Editing | No disabled/read-only condition declared directly on this control. |
When
| Property | Reference |
|---|---|
| Reference key | field |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
| Property | Reference |
|---|---|
| Reference key | op |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
HIGH
| Property | Reference |
|---|---|
| Reference key | value |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Then
| Property | Reference |
|---|---|
| Reference key | action |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Level
| Property | Reference |
|---|---|
| Reference key | level |
| Location | Screen / contextual panel |
| Input control | number |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Message shown on route / block (optional)
| Property | Reference |
|---|---|
| Reference key | message |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | Purchases over ₹1,00,000 need a manager's approval. |
| Editing | No disabled/read-only condition declared directly on this control. |
Gate at stage (or ALL)
| Property | Reference |
|---|---|
| Reference key | startStage |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | ALL |
| Editing | No disabled/read-only condition declared directly on this control. |
Only if (optional)
| Property | Reference |
|---|---|
| Reference key | field |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Allow self-approval (solo companies)
| Property | Reference |
|---|---|
| Reference key | allowSelfApproval |
| Location | Screen / contextual panel |
| Input control | checkbox |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
When it enters stage
| Property | Reference |
|---|---|
| Reference key | stage |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | SALES_ORDER |
| Editing | No disabled/read-only condition declared directly on this control. |
Assign to
| Property | Reference |
|---|---|
| Reference key | assignType |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No 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
| Property | Reference |
|---|---|
| Reference key | assigneeId |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | Depends on screen state; switch to edit mode where offered and check permissions. |
Due in (hours)
| Property | Reference |
|---|---|
| Reference key | slaHours |
| Location | Screen / contextual panel |
| Input control | number |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | 24 |
| Editing | No disabled/read-only condition declared directly on this control. |
Priority
| Property | Reference |
|---|---|
| Reference key | priority |
| Location | Screen / contextual panel |
| Input control | select |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Default for new documents
| Property | Reference |
|---|---|
| Reference key | isDefault |
| Location | Screen / contextual panel |
| Input control | checkbox |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Stages in this flow (lifecycle order)
| Property | Reference |
|---|---|
| Reference key | stagesSel |
| Location | Screen / contextual panel |
| Input control | checkbox |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No 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.