Upload Approval Workflows
How to Upload Approval Workflows
Select the Upload Approval Workflows button.
The Prepare and Upload page displays.
Select the Download CSV Template button to download a CSV file containing all the fields necessary for the upload.
Update the CSV file with your approval workflows. Refer to the Explanation of Fields on the page for a list of the data elements
When your file is ready, Drag and drop your file to the file upload box or choose the browse files link to select the file.
Select the Upload button to upload your records.
The Map Fields page displays.
Your CSV Spreadsheet Field will automatically be mapped to an Allovue Field.
If the mapping is incorrect, you can select the Allovue Field dropdown and select the correct Allovue Field.
If there are extra columns in your CSV file, you can choose to ignore them. Select the Allovue Field dropdown and select Ignore.
Once the mappings are set, select the Review and Confirm button.
The Review and Confirm page displays.
No data has changed yet. This is your opportunity to review the records that will be created and updated. You may also see some records displaying errors. These records will be ignored if you choose to continue with the upload.
If there are records with errors you wish to correct or you want to make any additional changes, select the Back to Map Fields button to return to Map Fields page.
From Map Fields, select the Back to Prepare and Upload button to return to the Prepare and Upload page. Make your changes to your CSV file and upload the new file.
Note: For Approval Workflows, at least one Role needs to be provided per proposal type in order for the upload to successfully complete.
If there are errors and you choose not to correct them, select the I understand some rows will be ignored, continue anyway button or if there were no errors or you corrected the errors and you are ready to save your changes, select the Confirm and Save button.
The Upload Complete page displays showing which records were updated and/or ignored.
Selectg the View approval workflows button to view the Role-based Approval Workflows created and/or updated by the upload.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Proposal Type Required | Type of proposal you are defining approvers for. All proposals are one of five types: School Proposals, Central Office Proposals, LEA Proposals, All Budgets Proposals, Future Compensation Proposals. | Characters | School Proposals |
Role Code Required | Provide the Role Code(s) of the Approvers required for this proposal type. One approver from each provided Role must approve every one of these proposal types. At least one Role Code (Manage -> Configuration -> Roles) is required. Approvals are done sequentially by Role Code. Role Codes should be comma delimited. | Characters | 11,18,183 |