RE: How to customize the Approval process set up in hiring process template
Hi Anwar,
You can always edit the default template or create your own template for approval process:
1. Click on 'Templates' from the Menu
2. Select Default Template
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3. Choose the approval process: Default
4. Make the required changes, edit, add or delete activities and click on 'Save'
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5. Now Create new job, say, select 'Default template'
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6. Add Job description and Job location (mandatory fields), Add approvers, click on 'Save'
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7. Verify on the 'Process' tab, the default template is displayed.
Here, you can select:
- 'Choose the approval process: Default' and you will find the button 'Send to approvers' those are added in step 6
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- 'Choose the approval process: Not needed' and click on 'Save'. You will find the button 'Activate' the job directly.
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Once the job is activated. You cannot make any changes.
A template is selected while creating the job at the start. And 'Choose the approval process' is to whether you want the job to be sent to approvers or not.
I hope this answers your query.
Thank you for using Microsoft Dynamics 365 Communities!
Buli Ganguly
Support Engineer for Dynamics 365 for Human Resources and Dynamics 365 for Finance