Approvals can be defined for all tasks whose workflow may require such a step; they allow users and groups to be associated with a task, for the purpose of either approving or rejecting the task.
To define approvals, please navigate to the Approvals category.
In SimpleOne, once a task requiring authorization is raised, it goes to the authorization stage. For this, approval tickets should be sent to all persons responsible for the approval. In such a ticket, every recipient is proposed to approve or reject a request.
In this list, you can find all the approvals that have worked in the system. Please be noted that it "the approvals" not equal to "the approval tickets", one approval may contain a number of the approval ticket to approve.
To view this list, please navigate to Approvals → All.
| Field | Description |
|---|---|
| Approver | Reference to the user responsible for approving the related record. |
| Item | Reference to the item that was processed by the approval rule and approved or rejected. |
| State | Approval state. Available choice options:
|
| Subject | Approve subject (copied from the Item subject). |
| Description | A text field for storing description regarding the approval. |
| Comments | A text field for storing comments regarding the approval. |
| Approval rule | Reference to the approval rule that was run for this approve. |
| Approval set | Approval tickets set number (if there were sent more than one sets of tickets for one record), |
Approval rules are a flexible instrument able to trigger on a predefined event. Once triggered, they send a set of approval tickets and process feedback (approves and rejects). Approval rules also can automatically create a set of approvers.
To define the approval rule, please complete the steps below:
Approval Rules form fields
| Field | Description |
|---|---|
| Target | Specify a table which will be processed by this approval rule (for example, Incident). |
| Approve condition | Create a condition to meet before sending approve tickets. Use the Condition Builder to build a filter that fits your needs. You can create complex AND and OR filters, more than one in one approve condition. |
| Approver | A choice field specifying a category of users responsible for the request approving. Available choice options:
|
| Users | If the Users option was selected in the Approver field, then choose one or more users responsible for the approval process in this dictionary field. |
| Script | If the Script option was selected in the Approver field, then enter the script extending your approval condition. You can use SimpleOne server-side API there. |
| Group | If the Group option was selected in the Approver field, then choose the group responsible for the approval process in this dictionary field. All the group members will have approval tickets to process. |
| Approval abortion rule | In this field, you can specify the condition of the approval request reject. Available choice options:
|
| Count | Specify a limit of the rejected tickets for the approval request reject. |