Adding new Field Updates for the Manager Notes Approval Process

Two Field Updates are needed to support the Manager Notes Approval Process. The Field Updates are used by the Approval Step and Final Approval Action:

• Submit Note

  For the Approval Action, when a Manager Note is submitted for approval.

• Approved Date

  For the Final Approval Action to supply the Approved Date.

1. Go to Setup > App Setup > Create > Workflow & Approvals > Field Updates
2. On the Understanding Workflow page select Continue.
3. On the All Workflow Field Updates page select New Field Update.

   Sage People displays the New Field Update page:

   

4. Complete the fields as follows:

   Field	What to enter
   Name	Enter Submit Note
   Unique Name	Automatically completed using the label you entered in Name: Submit_Note
   Description	A brief description of the function of the Field Update, for example: Item supporting the Manager Note Approval Process
   Object	Picklist. Select Manager Note
   Field to Update	Picklist, displayed when you select an Object. Select Submitted Date The display expands: In the Specify New Field Value section select the radio button Use a formula to set the new value In the Formula field enter: TODAY()

5. Select Save.

6. Repeat the steps to add the Field Update: Approved Date, completing the fields as follows:

   Field	What to enter
   Name	Enter Approved Date
   Unique Name	Automatically completed using the label you entered in Name: Approved_Date
   Description	A brief description of the function of the Field Update, for example: Item supporting the Manager Note Approval Process
   Object	Picklist. Select Manager Note
   Field to Update	Picklist, displayed when you select an Object. Select Approved Date The display expands: In the Specify New Field Value section select the radio button Use a formula to set the new value In the Formula field enter: TODAY()

7. Select Save.

The Field Updates are now ready to use in the Manager Notes Approval Process.