Here are some key points to take away from this course. Please take a minute to review these key points:
To set up an approval procedure, you first activate approval procedures in the General Settings, then define approval stages and create approval templates.
To create a multi-level approval procedure, combine multiple predefined stages in the approval template.
You can set conditions for an approval procedure:
If you choose “always”, the procedure will start for every document type selected in the template.
You can select a predefined condition, or,
Add your own user query containing the conditions.
When you use a query in an approval template, you must write the query to return a true or false result.
If the query only needs to reference a specific document type, you can use the table and field name syntax. To reference fields in the active window, include a $ sign in front of the square brackets.
If the query needs to work with multiple document types with the same structure, use the item and column number syntax and include an additional $ sign within the square brackets.