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Hold Initiate Approval Process

This option is useful for holding approval process till the employee sends for approval for any specific screen.

Steps to follow:

1. Create check box field in the screen where this option is required.

2. Create authorization flow by selecting the screen under module selection, select check box of initiate authorization on filter option and define the filter accordingly.

Ex: Let us say the employees has to fill his task on a daily basis in the timesheet screen and send it for approval to his manager.

They can enter details task wise / partially add the tasks whenever they complete each and every task in the screen and save them regularly and once the entire addition of tasks is done, they can send it for approval by selecting the check box field. Unless the check box is selected, tasks will not be forwarded to the manager.

User needs to define the authorization flow by selecting the module, selecting the check box of initiate authorization on filter and also define the filter with same field name which is added in the timesheet screen.

Consider below screen for authorization flow with initiate authorization on filter option

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Below is the timesheet screen where send for approval check box is added in the screen. Employee will add the tasks and save the sheet regularly. Once all the tasks are added, they can select this check box and send it for approval.

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Till they select the check box of send for approval, the sheet will not be sent to the next level.

This option can be used for any other modules defined in the authorization flow like Leaves, Loans etc., But user needs to add the check box with approval field and the same field to be defined at filter option in the authorization flow.

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