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Workflow and Approvals

Backlog fieldValue
Story IDAP-SHR-007
EpicShared Platform
Story typeBusiness workflow
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 apply configured workflow decisions to supported transactions so that approval rules are enforced consistently.

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

Published workflow, eligible document/state, assigned approver, and valid decision are required.

Optional or conditional

Comments, delegation, escalation, and attachments are optional/policy-driven.

Action behavior

Submit/Approve/Reject changes workflow/document state and audit; Post waits for required final approval.

Blocking rule or downstream effect

Duplicate/out-of-order/unauthorized decisions are rejected atomically.

Internal Documentation — Microtec