public/base_tier_validation/readme/CONFIGURE.md

To configure this module, you need to:

1. Go to Settings > Technical > Tier Validations > Tier Definition.
2. Create as many tiers as you want for any model having tier validation functionality.

Note:

• If check Notify Reviewers on Creation, all possible reviewers will be notified by email when this definition is triggered.
• If check Notify reviewers on reaching pending if you want to send a notification when pending status is reached. This is usefull in a approve by sequence scenario to only notify reviewers when it is their turn in the sequence.
• If check Comment, reviewers can comment after click Validate or Reject.
• If check Approve by sequence, reviewers is forced to review by specified sequence.

To configure Tier Validation Exceptions, you need to:

1. Go to Settings > Technical > Tier Validations > Tier Validation Exceptions.
2. Create as many tiers validation exceptions as you want for any model having tier validation functionality.
3. Add desired fields to be checked in Fields.
4. Add desired groups that can use this Exception in Groups.
5. You must check Write under Validation, Write after Validation or both.

Note:

• If you don't create any exception, the Validated record will be readonly and cannot be modified.
• If check Write under Validation, records will be able to be modified only in the defined fields when the Validation process is ongoing.
• If check Write after Validation, records will be able to be modified only in the defined fields when the Validation process is finished.
• If check Write after Validation and Write under Validation, records will be able to be modified defined fields always.