Setting up the workbook for the approval process

You can set up a workbook to support the Approval process. Unlike other workbooks, a workbook that supports the Approval process includes a special status area above a view that is used for specifying data that will later be submitted for approval. This status area indicates whether the data is submitted for approval (or not), submitted and approved, or submitted and rejected. The status of the data determines whether the data is writable or is locked for write-back.

Moreover, unlike other workbooks, a view allows write-back only for users who are defined as submitters in the Approval process and then only when the status indicates that the data is either unsubmitted or rejected. The workbook is read-only for all other users and for any other status.

To create a workbook that supports the Approval process:

Move the apes.asp file from the \Web\ClientSetup\XLServices\Samples directory into the Program files x86\infor\cpm\webx86\workstation directory.
Open the apes.xls file.
Select Tools > Macro > Visual Basic Editor and access Module1.
Go to the Const APES URL line and replace <server> with your server name. If applicable, replace http with https.
The sample template works with the CTrain database and sample views database. If you want to convert the template to use information specific to your application, replace the sample values for the constants in Module1. The constants in the following example are 6, CT_AP_Expenses, CT_DE_EXPENSES_AP, and BUDGET. Additional instructions for converting the template to your application are provided in the "Instructions" worksheet of the template.
```
Const UNIT_UNIQUE_NAME = "6" 'unique name of dimension for approval process
Const UBERVIEWNAME = "CT_AP_Expenses" 'uberview name
Const DATAENTRYVIEW = "CT_DE_EXPENSES_AP" 'name of data entry view
Const VERSION = "BUDGET" 'version for approval process
```
Rename the workbook and follow the general instructions in the "Setting up the workbook" section.