Symptom
- Workflow approver cannot update/see the "Update" button in workflow request
- Unapproved data in custom MDF object getting saved/visible before the approval from Approver.
"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."
Environment
- SAP SuccessFactors HCM Suite
- Metadata Framework (MDF)
Reproducing the Issue
Here are options and its results depending of configuration set.
- Create data for custom MDF object and click Save, which will generate approval process.
- Click Confirm.
- Proxy as the Approver and see the requests pending for your approval.
- No "Update" button on the approval screen. Only "Approve" and "Send Back" or "Approve" and "Decline" buttons are there. Fields in the request are not editable to approver.
Cause
There can be two configurations, which can result to this behavior:
- "Edit transaction" set to "No Edit" in the workflow attached to the object.
To check this Go to Admin Center -> Manage Organization, Pay and Job Structures -> Select "Workflow" from left drop-down -> Select the desired workflow - "Pending Data" set to "No" in the object definition.
To check this Go to Admin Center -> Configure Object Definition -> Select "Object Definition" from the left drop down -> Select the desired object.
Resolution
- "Edit transaction" should be set to either "Edit with Route Change" or "Edit without Route Change" in the workflow attached to the object.
- "Pending Data" should be set to "Yes" in the object definition.
Note: If you are facing the error "Changes are not allowed in object definition and pending data for xxx because incomplete workflow request(s) exist(s) for the concerned object" is needed removing pending workflows on Manage Workflow Requests page before submitting this change.
- Then the approver will have option to Update and edit the fields in the request.
Please notice:
- If you set the Pending Data = No, it means that data will be saved without the approval from the Approver. Approver will not have the "Update" button, and they won't be able to make any changes in the data in the request. Whatever decision approver takes (Decline or Approve) will not have any impact on the data.
Buttons available to approver = "Approve" and "Decline" - If you set the Pending data = Yes, it means that data does not get saved until the workflow request is approved. No more records can be created for the same object until the already pending request is approved (see KBA 2583967 for more info). If the approver approves, then the data will get saved, otherwise if he/she Send back the request, data will be removed from the system and then new request can be created.
Buttons available to approver = "Approve", "Update" and "Send Back" - The data which is pending for approval, will only be visible through History and there will be no option to edit that.
- Additionally, a message "You cannot make any more changes to the record until your pending workflow requests have been approved or rejected. Reach out to the workflow approver to take appropriate action." will appear on the data that is pending for the approval.