Exporting hierarchical configurations

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
  3. In Context pane, click the version to which the step applies.
    The version and its parent configuration set are highlighted. The Workflow Tasks Overview section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
  4. In the Configure column, click the arrow icon of the Finance application to which the planning step belongs.
  5. Click Configure Hierarchical Approval for the step to configure.
  6. Select check boxes in the Active column next to elements from the organization hierarchy that you want to activate for hierarchical approval.
  7. In the Due Date column for each active organization, select the date by which the task should be completed.
    The due date is displayed on the Tasks page.
  8. In the Responsible column for each active organization, select the user or group responsible for the task.
  9. Click Export, specify the name of the file, and click Export.
    A date is automatically appended to the specified file name. The date is in this format: YYYY_MM_DD.

A CSV file that contains the selected users and organizations is exported. Organizations are displayed in columns.