Edit Approval Template Page

Workflow Manager 2014

The Edit Approval Template page, which is opened from the Approval Administration page by either clicking Add or selecting an existing template, is used to define approval templates. On this page, you can define a new approval template or edit an existing template.

Important: If you edit an approval template that is already in use in an active workflow request, the changes made to the approval template affect only new workflow requests. For existing workflow requests, the approvers remain the same that existed when the step was first initiated.

The following options are available on the Edit Approval Template page:

Option

Description

Approval Template Name

Identifies the approval template.

Approval Type

Select one of the following approval types:

•

Linear—Approvals need to take place sequentially, one after the other, according to assigned Level.

If there is more than one user assigned to a level, then everyone in that level must approve the workflow step before it can proceed to the next level of approvers, but they can approve it in any order.

If an LDAP group or a role is specified as an Approver, everyone in that group/role has to approve the workflow step before it can proceed to the next level, but the members of that group/role can approve it in any order.

•

Pool—Only one approver is required, even if multiple approvers are listed. Anyone (or any member of a listed group/role) can approve the workflow step. The Level field is ignored.

•

Linear In Pool—Approvals need to take place sequentially, one after the other, according to assigned Level, but if there is more than one user assigned to a level or if there is a group assigned to a level, only one user of the assigned users (or only one member of the group/role) needs to approve it.

•

Parallel—All listed users (and all users in listed groups/roles) must approve the workflow step before it can proceed, but not in any specific order. The Level field is ignored.

Allow Users To Add Approvers

If this option is selected, when a user opens the Approval dialog box to approve this workflow step, that dialog box will include an Add Approver button, which enables the user to add a new user or group of users to the approval list. When the user clicks the Add Approver button, the Add Account/Group dialog box opens.

New users can be added if there are already existing users listed and also if there are no users listed.

Approvers (List)

User accounts, user account groups, and roles that have been added using the Add Account and Add Role buttons are listed here. For each entry, the following information is listed:

•

Level—If the Approval Type is Linear or Linear in Pool and there is more than one account/role/group listed in this list, the Level field is used to determine the order that the users must approve the workflow step. If multiple levels are defined (such as 1, 2, 3), users at Level 2 are not permitted to approve the workflow step until a user from Level 1 has approved it.

If the Approval Type is Pool or Parallel, this field is ignored.

•

Approver—Name of the selected account, group, or role.

•

Type—Identifies the type of listed approver as either Database User, LDAP User, LDAP Group, or Role.

•

Company—Company that the selected approver belongs to.

Click the X to delete the approver from the list.

Add Account

Click to open the Add/Account Group dialog box to add a database user, LDAP user, or LDAP group to the Approvers list.

Add Role

Click to open the Select Role dialog box to add a role to the Approvers list.

Delete

Click to delete an existing template.

Note: If an approval template is in use, then deletion is disabled. You are only permitted to add or remove users/groups/roles.

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Edit Approval Template Page

Workflow Manager 2014 Help Library

September 23, 2014