Setting Up Mobile Approval Workflows in SyteLine
Mobile approval workflows eliminate the bottleneck of managers needing to be at their desk to approve purchase orders, engineering change requests, production orders, and expense reports in SyteLine. By extending approval workflows to mobile devices, organizations reduce approval cycle times from days to minutes. A purchase requisition submitted at 10 AM can be approved by a traveling VP from their phone at 10:05 AM, keeping procurement timelines on track and preventing production delays caused by pending material approvals.
SyteLine Approval Workflow Architecture
SyteLine's approval workflow engine routes documents through configurable approval chains based on document type, dollar threshold, department, and approval hierarchy. The workflow engine stores pending approvals in the SLApprovals IDO with the approver's employee ID, document reference, approval status, and submission timestamp. To enable mobile approvals, expose the approval queue through the ION API REST endpoint and build a mobile interface that presents pending items with summary details and approve/reject actions. For CloudSuite Industrial on Infor OS, the Infor Go mobile app provides a pre-built approval interface connected to ION workflows.
- Workflow configuration: SyteLine > Setup > Approval Templates > define approval chain by document type and threshold
- Threshold routing: PO < $5K auto-approved, $5K-$25K one-level approval, $25K-$100K two-level, > $100K VP approval
- Approval IDO: SLApprovals contains DocType, DocNum, ApproverEmpId, Status, SubmitDate, ApprovalDate fields
- ION Workflow: configure ION Process Automation workflows for complex multi-step approval routing with escalation
- Infor Go app: pre-built mobile approval interface in Infor OS connects to ION workflow tasks for native mobile approval
Building Custom Mobile Approval Interfaces
For organizations needing approval workflows beyond what Infor Go provides, build a custom mobile approval interface that queries the SLApprovals IDO for the logged-in user's pending approvals. Display a summary card for each pending item showing document type, requestor, amount, description, and age in days. Provide one-tap Approve and Reject buttons with an optional comments field for rejection reasons. The Approve action calls SLApprovals.ApproveSp with the document reference and approver ID. The Reject action calls SLApprovals.RejectSp with the rejection reason. Implement push notifications through Firebase Cloud Messaging or Apple Push Notification Service to alert approvers immediately when new items enter their queue.
- Approval queue: GET /api/SLApprovals?$filter=ApproverEmpId eq '{empId}' and Status eq 'Pending' returns pending items
- Summary card: display DocType, DocNum, Requestor, Amount, Description, and DaysInQueue for each pending approval
- Approve action: POST SLApprovals.ApproveSp(DocType, DocNum, ApproverEmpId, ApprovalComments) processes the approval
- Reject action: POST SLApprovals.RejectSp(DocType, DocNum, ApproverEmpId, RejectionReason) returns to requestor
- Push notifications: send FCM/APNS notification when new approval enters the queue with document summary details
Escalation Rules and Delegation Management
Mobile approval workflows require robust escalation and delegation rules to prevent bottlenecks when approvers are unavailable. Configure time-based escalation in SyteLine's approval templates: if an approval is not acted upon within 48 hours, automatically escalate to the next level in the approval hierarchy. Enable approval delegation so managers can assign their approval authority to a designated backup when on vacation or travel. The delegation configuration specifies the delegate's employee ID, the delegation date range, and which document types and dollar thresholds the delegate can approve. All delegated approvals log the original approver, the delegate, and the delegation authority for audit purposes.
- Time-based escalation: configure 24/48/72 hour escalation thresholds in Approval Template > Escalation Rules
- Delegation setup: SyteLine > Approval Delegation form > specify delegate, date range, document types, and amount limits
- Out-of-office integration: link delegation to SyteLine's employee calendar or Infor OS out-of-office status
- Audit trail: all approvals log original approver, acting approver (if delegated), timestamp, and approval comments
- Escalation notifications: send email and push notification to the escalation approver with original submission details
Netray AI agents configure SyteLine mobile approval workflows with intelligent routing, escalation rules, and push notifications. Reduce your approval cycle time from days to minutes.
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