How to add more details/columns on the workflow signature

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Blog: How to add more details/columns on the workflow signature.

Description:

In the example below, we demonstrate how to include an ‘amount’ column in the purchase request signature. This addition allows the signatory to have a transparent view of the commitment amount before providing their signature.

Steps:

On the workflow rule, drill down to the data model (In the example below: PREQUISD)

Link the tables in your data model from which you intend to extract the column.

Data model

Post linking the tables in the data model you can therefore go back to your Workflow rule and under the Context block add the field you require to be visible for the signatory. (See below example)

Workflow rule

Next step, go to workbench parameter function, search for your ideal transaction code (In our case: PUR) under Columns block search for the field VALCTX+Fieldnumber (Fieldnumber – represent field number on Context block in Workflow rule).

In our context:  VALCTX11

Use Title modification on the field action button to rename the column description.

Validate the workbench parameters.

Workbench parameters

Therefore, the column will be visible with the data you need a signatory to view.

Workflow monitor – Purchase signature (PUR)

  • Hi  

    May you kindly log a case so that you can be advised on how best you can resolve this or contact your local CoEX to develop this for you.

  • Hi Liberty, 
    This is awesome, thank you. 

    Couple of questions:

    Question 1: Add the BUD table to data model:
    I've followed the setup steps shared, and would like to add the BUD table as well, however, seem to be getting an INVALID LINK EXPRESSION when attempting to link the BUD table to the data model of the workflow rule. Have you linked to BUD table to the purchase request workflow before? What table should it be linked to and what should the expression be?




    Question 2: Have the precommitment and budget details reflect on the workflow monitor
    There is a budget captured against the GL. When creating the PR, we can look on a line level what the budget and commitment is. Screenshot below



    When i go to the workflow monitor, the column is BUDGET COMMITMENT column is there, but it is not returning the PRECOMMITMENT data as on the PR, any suggestions as to where to trouble shoot?