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Workflow Configuration

Backlog fieldValue
Story IDAP-GS-012
EpicGeneral Settings
Story typeMaster data / configuration
Review statusDraft - business analyst and business owner review required
Source evidenceAppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review2026-07-10

User story

As process administrators, I want to configure approval workflows for supported transactions so that documents follow required approval paths.

Acceptance criteria

  1. Only authorized users can view or execute the feature's actions.
  2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
  3. Invalid requests return actionable validation errors without applying a partial change.
  4. Search, list, view, print, and export operations use the same authorized business scope.
  5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
  6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Module/screen, trigger, ordered steps, approver rule, outcomes, and active state are required.

Optional or conditional

Thresholds, branches, alternates, escalation, and notifications are optional.

Action behavior

Publish affects future submissions; in-flight workflow keeps its version unless migration is explicit.

Blocking rule or downstream effect

Users cannot Post before required approval and cannot approve their own work when segregation policy forbids it.

Frontend page coverage

The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.

Route/pageComponentModeRoute permission/guardMapping confidenceSource
(module default)ListWorkflowConfigComponentList/navigationPermission: AppGeneralSettingsPermissions.WorkflowConfig_List,; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/workflow-config-routing.module.ts:19
(module default)MainworkflowconfigComponentList/navigationPermission: AppGeneralSettingsPermissions.WorkflowConfig_List,; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/workflow-config-routing.module.ts:11
addAddWorkflowConfigComponentAddPermission: AppGeneralSettingsPermissions.WorkflowConfig_Add,; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/workflow-config-routing.module.ts:32
edit/:idEditWorkflowConfigComponentEditPermission: AppGeneralSettingsPermissions.WorkflowConfig_Edit,; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/workflow-config-routing.module.ts:45

Observed frontend fields and validation

ComponentControlObserved frontend ruleComponent source
AddWorkflowConfigComponentactionIdsRequired in component validatorapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/add-workflow-config/add-workflow-config.component.ts
AddWorkflowConfigComponentisActiveVisible control; optional or API-dependentapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/add-workflow-config/add-workflow-config.component.ts
AddWorkflowConfigComponentmoduleIdRequired in component validatorapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/add-workflow-config/add-workflow-config.component.ts
AddWorkflowConfigComponentserviceIdRequired in component validatorapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/add-workflow-config/add-workflow-config.component.ts
AddWorkflowConfigComponentworkflowTemplateIdRequired in component validatorapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/add-workflow-config/add-workflow-config.component.ts
EditWorkflowConfigComponentactionIdsVisible control; optional or API-dependentapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/edit-workflow-config/edit-workflow-config.component.ts
EditWorkflowConfigComponentisActiveVisible control; optional or API-dependentapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/edit-workflow-config/edit-workflow-config.component.ts
EditWorkflowConfigComponentmoduleIdVisible control; optional or API-dependentapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/edit-workflow-config/edit-workflow-config.component.ts
EditWorkflowConfigComponentserviceIdVisible control; optional or API-dependentapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/edit-workflow-config/edit-workflow-config.component.ts
EditWorkflowConfigComponentworkflowTemplateIdVisible control; optional or API-dependentapps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/edit-workflow-config/edit-workflow-config.component.ts

Observed frontend actions

ComponentClick action/handlerBusiness review requirementComponent source
ListWorkflowConfigComponentonDeleteAvailable only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure.apps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/list-workflow-config/list-workflow-config.component.ts
ListWorkflowConfigComponentonEditOpen the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return.apps/erpHome/src/app/remote-entry/general-setting/pages/WorkflowConfiguration/pages/list-workflow-config/list-workflow-config.component.ts

Page-specific frontend acceptance criteria

  1. (module default) - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppGeneralSettingsPermissions.WorkflowConfig_List,; Guards: PolicyAuthGuard
  2. add - Add: Render permitted fields, required indicators, defaults, dependent lookups, validation, Save/Cancel, loading, success, and API-error states. Security observed: Permission: AppGeneralSettingsPermissions.WorkflowConfig_Add,; Guards: PolicyAuthGuard
  3. edit/:id - Edit: Load the identified record, enforce state/permission field locks, preserve concurrency identity, validate changes, and return without losing filters. Security observed: Permission: AppGeneralSettingsPermissions.WorkflowConfig_Edit,; Guards: PolicyAuthGuard

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