Workflow Approval Ideas

Mike,

Here is how I battled it.


The Project Status table has all the values in your work flow.  Hypothetically for you

Sales Department Request
Release to Operations
Scope Writer Approved
Scope Writer Rejected
Estimator Approved
Estimator Rejected
Project Manager Approved
Project Manager Rejected
Program Manager Approved
Program Manager Rejected
Cancelled
Invoiced

Edit permission, dashboards and reports on the Project is now controlled by the Related Project Status which is from a look up relationship between the Project Status Change table and Projects based upon the key field being the Max RID in a summary relationship between Projects and Project Status Change.

• The Sales Department can do anything it wants while it is a Sales Department Request or Scope Writer Rejected
• Scope Writers do their thing while it is Release to Operations or Estimator Rejected.   Their Record Picker only has Scope Writer Approved or Scope Writer Rejected as options.
• Estimators work on it while it is Scope Writer Approved or Project Manager Rejected.  Their record picker is only Estimator Approved or Estimator Rejected.
• ...

And so on until it is in the hands of the Accounting Department where they can mark it Invoiced and then absolutely no one can edit the Project.





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Don Larson
Paasporter
Westlake OH
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