In the tool, 'Submit for Approval' functions as a 'Secondary Action'. This implies that it will only be triggered if all the data on the sheet is valid. If any of the columns contain erroneous information or if the upload process encounters an issue, the 'Submit for Approval' action will not be executed. When a contract is in a state ready to be submitted for approval, follow the steps below:
1. Set "Submit for Approval" to 'Yes'.
2. Ensure "Header Upload Action" is set to 'Update'.
3. Upload.
4. If any section fails, the submission will not proceed.
5. Only when all sections are valid, the submission will be successful.
If the 'Submit for Approval' process is initiated, it will not succeed unless the contract aligns with the business rules and criteria established by the Contracts Administrator.
Here’s an example of an error when Submit for Approval is uploaded. Resolve the issues highlighted in the error message before re-uploading the contract for approval. The information regarding the error will be presented in the 'Submit for Approval Messages' column. Carefully review the information, rectify the error, and then proceed to initiate the 'Submit for Approval' process once more.
