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Name | Mandatory | Description | |||||||||||||
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Name | N | Customized activity name. | |||||||||||||
Description | N | Brief activity description. It is displayed on the activity block on the canvas if provided. | |||||||||||||
Table | Y | Select a table to be processed by this activity. | |||||||||||||
Run Conditions | N | Specify conditions that must be met for generating approvals; whenever they are not met, then the activity is skipped. | |||||||||||||
Approval Type | N | Specify the approval type (here you can define conditions of the block exit, i.e. activity completing). Available options:
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Non-Mandatory Participants | N | Select this checkbox to authorize the participants whose approvals are not mandatory to vote. When this checkbox is selected, the Non-Mandatory Participants tab appears. | |||||||||||||
Mandatory participants tab | |||||||||||||||
Employees | N | Select a responsible person or persons from the dictionary. These ones are recipients of the approvals. | |||||||||||||
Groups | N | Specify a group or groups whose members will be the approvers. | |||||||||||||
Roles | N | Specify a role or roles whose owners will be the approvers. | |||||||||||||
Advanced | N | Select this checkbox to specify a script to evaluate. | |||||||||||||
Script | N | If the Advanced checkbox is selected, then this script is called to determine if any additional approvals to be created. The script is intended to set the answer variable to a comma-separated list of user IDs to add as approvers. The code example below implements logic as described below:
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When Approved | N | This field is displayed when the Approval Type is chosen to "Automatically". In this field, you can define the approval logic. Available choice options:
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Conditions Approved | Y | This field is displayed when the Approval Type is chosen to "manual". Specify the conditions to meet before the activity will complete with the result of Approved. If you have specified more than one condition, then they will proceed downhill. | |||||||||||||
Conditions Rejected | Y | This field is displayed when the Approval Type is chosen to "manual". Specify the conditions to meet before the activity will complete with the result of Rejected. If you have specified more than one condition, then they will proceed downhill. | |||||||||||||
Non-mandatory participants tab. This tab appears when you select the Non-Mandatory Participants checkbox | |||||||||||||||
Employees | N | Specify the employees who are participants of the approval process but their approval is not mandatory. | |||||||||||||
Groups | N | Specify the groups whose members are participants of the approval process but their approval is not mandatory. | |||||||||||||
Roles | N | Specify the roles whose owners are participants of the approval process but their approval is not mandatory. | |||||||||||||
Advanced | N | Select this checkbox to specify a script to evaluate. | |||||||||||||
Script | N | If the Advanced checkbox is selected, then this script is called to determine if any additional approvals to be created. The script is intended to set the answer variable to a comma-separated list of user IDs to add as approvers. See an example and clarifications above. | |||||||||||||
Consider Non-Mandatory Participants | N | When selected, non-mandatory participants are able to vote in approval tickets.
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