Edit/delete approval role

Note: It is not possible to change an approval role type once the role has been created.

To edit/delete an approval role:

1. From the main menu, select Administration > Instance Management > Module - Workflow Roles.

   The Module - Workflow Roles screen appears.

2. From the workflow tree diagram, click the approval role.

   Note: You must click the name in the middle of the box, not the edge of the box.

   The Edit Approval Role window appears.

3. To:
   • change the approval role's description, type a new description. To allow any approver linked to the approval role to change the coding of a transaction without re-triggering the workflow and requiring the transaction to be re-approved, select Yes beside Allow Free Changes. Click Save.
   • delete the role, click Delete. Note: If there are any rules associated with this role, they will become independent rules.

Approval Role Translations

If multi-language support is enabled for your company and you have the correct administration right (Admin - Company Translations), you can configure your approval role name in the languages your company instance supports. If a user then changes their language setting via their personal settings, the translated value for the approval role name is used wherever the approval role appears in the system.

1. Either:
   • Click to the right of the approval role on the Module - Workflow Roles screen, or
   • Click the Edit Translation link at the top of the Edit Approval Role dialogue box.

   The Approval Role dialogue box appears.

2. Type translations for each of the supported languages.
3. Click Save.

Note: To set up multi-language support, contact your helpdesk.