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Honored Contributor.. Blue_1 Honored Contributor..
Honored Contributor..
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Validation during Change Approval

Hi

 

Is there a way of validating "Planned Start Date" during Change Approval ? requirement is to check if Planned Start date is in the future when Manager approves the change. It doesnt matter where Manager approves from (from the change record, or from approval Inbox). A validation message has to be displayed and the change should not be approved and should remain Pending Approval.

 

HSPM version 9.3.1 and using Process Designer

 

Thanks

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Absent Member.. John Stagaman Absent Member..
Absent Member..

Re: Validation during Change Approval

I would suggest defining an alert on the approval phase to automatically revert to the previous phase if the change is not approved by the planned.start.

 

You can update the automatic transition condition for denial to also execute if the alert updates a record field to indicate approval expiration (clear it after the transition executes). 

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Honored Contributor.. Blue_1 Honored Contributor..
Honored Contributor..

Re: Validation during Change Approval

Validation for the planned start date should be displayed when Manager Approves the Change.I would like to show a message to the manager so that he can decline.

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