Configuring a hierarchical review using multiple configuration feature

When you configure multiple organizations, you can select organizations that share the same due date. You can also select the responsible person or group and specify whether modification of data is enabled.

  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 application to which the planning step belongs.
  5. Select the step with Hierarchical Approval and click Configure Hierarchical Approval.
  6. Click MULTIPLE CONFIGURATION.
  7. In the Organizations field, select the organizations to configure.
  8. In the Due Date field, select the date by which the data for selected organizations should be approved.
    The due date is displayed on the Tasks page.
  9. In the Responsible Type field, select User or Group.
    By default, the User option is selected.
  10. In the Responsible field, click Select and select the user or group who are responsible for the review.
  11. If you selected a group to be responsible, you can enable the Take Over Group Task option.
    Caution: 
    By default, this feature is disabled. Enabling the Take Over Group Task option might result in data loss when multiple users edit the task at the same time.
  12. Optionally, select the Enable Modification check box to enable the approver to modify the data before approving or rejecting it.
  13. Click OK.
  14. Click Save and Close.
    Note: You can use header search and filters in the Configure Hierarchical Approval dialog box. These search and filter options are available:
    • Filter by active organizations
    • Search or order by responsible