This activity creates user approval(s) when executed, one or more, depending on the parameters specified.
The result value is the final approval disposition that depends on the actions taken by the approvers and the approval conditions specified in the When approved and When rejected
The activity can be completed with one of two results:
- Approved;
- Rejected.
Activity fields
| Name | Mandatory | Description |
|---|---|---|
| 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 | Y | Specify the approval type (here you can define conditions of the block exit, i.e. activity completing). Available options:
|
| Non-mandatory participants | N | Select this checkbox to authorize the participants whose approvals are not mandatory to vote. |
| Mandatory participants tab | ||
| Employees | N | Select a responsible person or persons from the dictionary; these ones are recipients for 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 needs to set the variable answer to a comma-separated list of user ids and group ids or an array of user and group ids to add as approvers. For example: Approval Script answer = [];
answer.push('id1');
answer.push('id2');
|
| 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:
|
| Approval Conditions | 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 that one condition, then they will proceed downhill. |
| Reject Conditions | 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 that 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 needs to set the variable answer to a comma-separated list of user ids and group ids or an array of user and group ids to add as approvers. For example: Approval Script answer = [];
answer.push('id1');
answer.push('id2');
|
Consider Non-Mandatory Participants | When selected, non-mandatory participants are able to vote in approval tickets. Unlike mandatory participants, approval tickets for non-mandatory participants do not contain the Approve action but only Reject. So, participants of this kind can either tacitly approve the request or reject it. | |
