Form to view, add to, and remove from the list of existing ad hoc approvers

The AP:AdhocDialog form appears when you click the Adhoc button on the AP:Show-Detail form for a request. This dialog box is displayed based on the value of the Ad Hoc Settings field on the AP:Process Definition form; it appears only if the Default option is selected. However, if the process administrator selects the User Defined option, the custom dialog box for the corresponding form is displayed.

The AP:AdhocDialog form shows the list of existing ad hoc approvers, if any, and enables you to add to or remove from this list. If the table contains multiple rows, the first row is selected by default.

Related topics

Approval-server-user-forms

Managing-signatures-for-multiple-approvers

AP:AdhocDialog form

7603apAdhocDialog.gif

Fields on the AP:AdhocDialog form

Field

Description

Name

Select a name from the user list or enter the name of a new ad hoc approver.

You can also specify multiple ad hoc approvers by typing their names separated by semicolons. If you select a row in the following table, the corresponding approver name appears in this field, but you can modify and save it.

Sequence

Enter or modify the sequence at which to add the ad hoc approver. The default value is 1.

If Multiple Approvers

Select one of the following options:

  • One Must Sign—Only one signature entry is created.
    If you specified multiple approvers, only one of them needs to take action on this request.
  • All Must Sign—A separate signature entry is created for each approver in the Name field.
    All of them must take action on the request for it to move to the next stage.

Independent

Select one of the following options:

  • Yes—Indicates to the Approval Server that the request can proceed to the next level of its process without waiting for the signature of the current ad hoc approver.
  • No—Indicates to the Approval Server that the current ad hoc approver's signature is required before the request can proceed to the next level of its process.

Preferences

Click to set the preferences to display items in this table. You can choose to display or hide a column, set the refresh interval, and reset or save the display settings. This menu is available on the Mid Tier only.

Refresh

Click to refresh the contents of this table. This field is available on the Mid Tier only.

Add

Click to add a new ad hoc approver, after you enter appropriate values in the fields.

Modify

Select a row that you have not yet saved, and click to modify the details of the corresponding ad hoc approver.

This button remains disabled when you select rows that have already been saved.

Delete

Select one or more rows by using the corresponding check box and click to delete the association of the corresponding ad hoc approvers with the current request.

Save

Select one or more rows by using the corresponding check box and click to save the new ad hoc approvers to the AP:AdhocDetails form.

Even though a row is added to the table, it is not saved until you explicitly select it and click Save.

Close

Click to close the dialog box; if there are any unsaved records in the table, you can confirm whether to return to the dialog box and save them or ignore them and close the dialog box. If you make any changes to the list of ad hoc approvers, the contents of the Approver tab reflect the same.

After you add an ad hoc approver at the current level and save the record (the data is saved in the AP:AdhocDetails form), you cannot modify it. If you need to make changes, delete the existing ad hoc approver record and create a new one. You can modify the record of an ad hoc approver who is assigned for a future level.

 

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