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Functionality to prevent the user from running DM data export rule only after the task man. approval — Cloud Customer Connect
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Functionality to prevent the user from running DM data export rule only after the task man. approval

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Summary:

Preventing DLR run based on workflow.

Content (required):

Current Process for creating export file from TAR from:

Step 1: We are enabling the approval workflow with various approval levels such as tax user, Tax manager for finalization of tax numbers in TAR form.

Step 2: Once the tax user completes the tax provisioning process in TRCS, using tax manager tax user will promote for tax manager approval.

Step 3: Once the tax manager approves the tax numbers, tax user will run a Data load rule to export the TAR form data and place the file in outbox explorer folder.


Problem statement:

Until the process is in approved status, the tax user should not be able to run the data load rule to export the TAR form data. Option to run the data load rule to export the TAR form data should only be available after the approval is complete.

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