Modifying the workflow configuration

Single approval

This table shows fields for the single approval that are editable and those for which editing is deactivated.


Workflow status	Status Description	Responsible planner	Responsible approver	Due date	Workbook	Depends on	Mandatory comments
Not Started	The task is not published	Editable	Editable	Editable	Editable	Editable	Editable
Open	The task is submitted	Editable	Editable	Editable	Deactivated	Deactivated	Deactivated
In Progress	The task is submitted by the planner	Editable	Editable	Editable	Deactivated	Deactivated	Deactivated
Approved	The task is approved by the final approver	Deactivated	Deactivated	Deactivated	Deactivated	Deactivated	Deactivated

Hierarchical approval

This table shows fields for the hierarchical approval that are editable and those for which editing is deactivated.


Workflow status	Status Description	Organization	Responsible	Due date	Enable modification	Workbook	Depends on	Mandatory comments
Not Started	The task is not published	Editable	Editable	Editable	Editable	Editable	Editable	Editable
Open	The task is submitted	Deactivated	Editable	Editable	Editable for parent Organizations	Deactivated	Deactivated	Deactivated
In Progress	The task is submitted by the planner	Deactivated	Editable	Editable	Editable for parent Organizations	Deactivated	Deactivated	Deactivated
Approved	The task is approved by the final approver	Deactivated	Deactivated	Deactivated	Deactivated	Deactivated	Deactivated	Deactivated

Types of organizational changes for hierarchical approval

This table shows types of organizational change for a workflow that is in progress, their effect on the workflow configuration, and examples.


Type of organizational change	Effect on workflow configuration	Example
Renaming organization unique names	No effect on the workflow	Change the element unique name `DEP10100` to `DEP10200`.
Changing, adding, or removing additional attributes of organization	No effect on the workflow	Update the translation, change caption, or add a new custom attribute.
Adding a new organization	Might affect the workflow. You can add organizations but you cannot remove them. You can add organizations to steps that follow the current workflow step.	Add the `DEP10300` element under the `DEP10000` group.
Removing an organization	Corrupts the workflow. Caution: Deleting organizations corrupts the current workflow data and might cause pending tasks be deleted from the task list and start page. .	Delete the `DEP10100` element from the organization dimension.
Moving an organization element	Affects the workflow. Caution: These changes corrupt the current workflow data and cause pending tasks to show incorrect values: Moving a base element to another parent Moving a parent element to another parent .	Move `DEP10100` from `DEP10000` group to `DEP20000` group.
Changing an organization element type	Corrupts the workflow. Caution: Changing an element type from, for example, a base element to a parent element, corrupts the current workflow data and causes pending tasks to show incorrect values.	The `DEP10100` element had no children and a new element, `DEP10110`, is created as a child element of the `DEP10100` element.

Adding a parent for an unsubmitted planning task

This table shows that the current workflow step is at the base organization level. The third level of the organization was activated after the workflow started.


Organization level	Organization check box	Status	Structure change
Top	Editable	Open
3rd	Editable	Open	Activated afterwards
2nd	Editable	Open
Base	Deactivated	Active

In this example, every level above the base level is editable.

Adding a parent for a planning task that was submitted

This table shows that the current workflow step is at the second organization level. The third level of the organization was activated after the workflow started.


Organization level	Organization check box	Status	Structure change
Top	Editable	Open
3rd	Editable	Open	Activated afterwards
2nd	Deactivated	Active
Base	Deactivated	Submitted

In this example, every level above the second level is editable.

Workflow reached the top-level approval

This table shows that the current workflow step is at the top organization level. No organization changes are possible at this step.


Organization level	Organization check box	Status
Top	Deactivated	Active
3rd	Deactivated	Approved
2nd	Deactivated	Approved
Base	Deactivated	Submitted

When the Workflow reaches the top-level approval, no modification to the organization elements is possible.

Adding levels in parallel

This table shows that the current workflow step is at the second organization level. Parallel second and base levels were added within the hierarchy after the initial workflow configuration. Other second and base levels were not configured at all.


Organization level	Organization check box	Status	Structure change
Top	Editable	Open
2nd	Editable	Open	Added afterwards
Base	Editable	Open	Added afterwards
2nd	Deactivated	Active
Base	Deactivated	Submitted
2nd	Editable	Not activated
Base	Editable	Not activated

In this example, the new levels are parallel to the currently active level and to all levels that are above the current level. Change to the submitted and currently active organization levels cannot be performed.

Adding a base organization element for the previous step

This table shows that the current workflow step is at the second organization level. Parallel second and base levels were added within the hierarchy after the initial workflow configuration. Other second and base levels were not configured at all.


Organization level	Organization check box	Status	Structure change
Top	Editable	Open
2nd	Deactivated	Active
Base	Deactivated	Submitted
2nd	Deactivated	Active
Base	Deactivated	Submitted
Base	Deactivated	Not activated	Added afterwards
2nd	Editable	Open
Base	Deactivated	Active

In this example, the base organization was added to an already active parent. The newly added base element cannot be activated in the workflow configuration because the related parent element is already under approval.