Approval schemes, ioi Approval schemes
Mise à jour le 18 septembre 2026·
Here you define approval schemes per document (module). Only documents managed with states can have approval management.
Attention
It is essential to secure access to this module to avoid creating a security hole in your approval and signature system.
Definition of the document to be managed with approval #
Example: For customer offers.
Select the fields required for :
- Amount
- Currency
- Exchange rate (if available).
Next, define the various signature sets required according to :
- Either the value defined in the header,
- or according to a script.
Astuce
If a script is used, it must give a non-empty result before the signature set can be used. In the case of scripts, it’s up to you to build them correctly so that only one set is activated at a time on a document.
Conditions #
Example: Value range test on document.
The script is “SQL based” and must contain the part normally present in a “WHERE” clause on the document fields. You have a button to check that your query is correct.
The set of signatures to consider #
For each condition, you have a set of 4 possible defined roles or users
Example:
Logical approval rule #
For these 4 roles or users (from A to D), you can define the logical approval rule. You have a button to validate this logical rule:
Examples: Possible logic rules
Compose your complete set with conditions #
Example:
