Related approvals

Related approvals are  additional approval requests  for a running workflow instance – typically for  related records (e.g. document lines) . 
 Goal: You can model approvals  at line level  without all processing having to happen exclusively on the document header. 
 Prerequisites 
 - In the workflow template, Related Tables (e.g. sales/purchase lines) are correctly linked to the primary table. - In the respective step, Enable Related Approval  is enabled. 
 Configuration in the step 
 
 In the workflow template → section  Steps  → open the desired step. 
 In the area  Approvals :
 
 Enable Related Approval  = Yes 
 Approval Mode  choose:
 
 Header and Related : approval(s) for the header  and  related approvals (lines) 
 Related Only : only related approvals (lines) 
 
 
 
 
 
 
 Rule effect (rule action) for related approvals 
 When related approvals are active, rules can additionally control  for which approval type  the action applies: 
 Applies To : 
 
 Header : the rule action affects only the header approval. 
 Related Only : the rule action affects only related approvals (lines). 
 Header and Related: the rule action affects both. 
 
 
 Usage in practice 
 
 In  "Requests to Approve"  line approvals are marked via  Related Approval  . 
 When you select a line approval, the FactBox  "Related Approvals"  shows further related approvals for the same workflow instance (incl. status/take-over info).