How to Submit an Approval Workflow Request When Task Changes Cascade in KTern Planner?

When your authorized task update cascades to tasks owned by other User Groups, KTern automatically triggers an Approval Workflow. You must formally submit a request before the changes are saved.

When Is an Approval Workflow Triggered?

Any date update that cascades beyond the authorized task boundary automatically triggers an Approval Workflow

New task additions that shift parent or dependent task dates require formal approval before the change is committed

Task deletions impacting dependent schedules initiate an Approval Workflow without exception

Structural changes via indent or outdent that cause date shifts mandate an approval request before proceeding

Step-by-Step: Submitting an Approval Request

Step 1 — Make Your Authorized Change

Edit your authorized task (e.g., update the planned end date or duration). If the change cascades to tasks outside your permission scope, an Approval Workflow popup appears automatically.

Step 2 — Review Impacted Tasks

A detailed table displays all affected tasks. Review each entry carefully:

1.  WBS — Work Breakdown Structure number
2. Task Name — Name of the impacted task
3. Editors — User Groups with access to that task
4. Owner — Task owner name
5.  Changes — What is being modified (dates/duration)
   

Use the Compact toggle to switch between detailed and summary views before proceeding.

Step 3 — Provide Approval Request Details

1. Title (Required) — Enter a clear, descriptive title — e.g., "Design Phase Extension — Client Revisions Round 2"
   
2. Description (Recommended) — Explain the business justification, dependencies, and impact context for the approver
   
3. System Info — The system displays who will receive the approval request automatically
   

Step 4 — Submit the Request

Click Request to submit. The system immediately locks all affected tasks. The requester, approver(s), and notifiers all receive email notifications.

Step 5 — Track Your Request

1. Navigate — Planner → Planner Options → Workflow → Sent Tab
   

1. Filter — Use the Status dropdown: Pending / Approved / Rejected
   

Field	Description	Example	Status
ID	Workflow identifier	#WF-001	Auto-generated
Title	Your request title	Design Extension	Requester filled
Requested By	Your name	John Doe	Auto-filled
Status	Current state	Pending	System updated
Approvers	Who must approve	Group Owner	Auto-assigned
Approved By	Who approved	None (if pending)	Post-decision

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