Approval Group Properties Dialog Box

App Portal 2021 R1

When you create a new approval group by selecting the Approval Groups > New Group node under Site Management, or when you edit an existing approval group, the Approval Group Properties dialog box opens, which consists of three tabs:

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Workflow Type Tab

•

Workflow Properties Tab

•

Workflow Members Tab

Workflow Type Tab

On the Workflow Type tab, you specify a group name, group type, and workflow family.

Approval Group Properties Dialog Box / Workflow Type Tab

The Workflow Type tab includes the following properties:

Approval Group Properties Dialog Box / Workflow Type Tab

Property

Description

Group Name

Enter a name to identify this group.

Group type

Select one of the following group types:

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User group—Users organized in a specific order. You apply user groups directly to a workflow step. User groups are used when the approvers do not change.

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Active Directory Property Group—These groups allow you to relate users to AD properties like departments and offices. Create these groups when you want to route requests based on these attributes, such as marketing approvers or Chicago office approvers.

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Organizational Unit—These groups allow you to relate users to AD OUs. Create these groups when you want to route requests based on user or computer location within the AD OU hierarchy.

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User Collection—Enables you to relate users to collections on your deployment system. Create these groups when you want to route requests based on user collection membership within your deployment system.

•

Computer Collection—Enables you to relate users to collections on your deployment system. Create these groups when you want to route requests based on computer collection membership within your deployment system.

Workflow family

Select an approval workflow family from the list. Approval workflow families are created and managed on the Approval Groups > Families view under Site Management.

Workflow Properties Tab

On the Workflow Properties tab, you group the properties for the group type selected.

Approval Group Properties Dialog Box / Workflow Properties Tab

Note:The Workflow Properties tab is not displayed if you are creating a approval group with a group type of User group.

The Workflow Properties tab includes the following properties:

Approval Group Properties Dialog Box / Workflow Properties Tab

Tab

Description

Search box

Use to search for active directory properties.

Note:Only displayed when Group type of Active Directory Property Group is selected.

Available

This box lists all available properties. To group the properties, follow the instructions to move the properties from the Available box to the Current box.

Current

Selected properties are listed in this box.

Apply to user or computer objects?

Select one of the following options:

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Apply process to user objects in specified OUs

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Apply process to computer objects in OUs

Note:Only displayed when Group type of Organizational Unit is selected.

Include child OUs?

Select one of the following options:

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Apply process to specified OUs and child OUs

•

Apply process only to the specified OUs

Note:Only displayed when Group type of Organizational Unit is selected.

Workflow Members Tab

On this tab, you specify the people that you want to receive the request as part of a workflow step.

Approval Group Properties Dialog Box / Workflow Members Tab

The Workflow Members tab includes the following options:

Approval Group Properties Dialog Box / Workflow Members Tab
Property	Description
Search fields	Use to search for users or groups.
Search results	This box lists users and groups that match the search criteria. To select a user or group to receive the request as part of a workflow step, select a user or group and click the arrow to move it to the Selected list.
Current	Selected users or groups are listed in this box.