Approval Dialog Box

Workflow Manager 2019

If a workflow step has a Step Type of Approval Type, when a user clicks the workflow step on the Workflow Request page, the Approval dialog box opens.

The Approval dialog box includes the following properties:

Approval Dialog Box

Property

Description

Approval Workflow Step Name

The Workflow Step Description assigned to this workflow step when it was defined on the Workflow Step Details view is listed at the top of this dialog box.

Approval Type

Identifies the workflow step as 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 the 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.

Approval Status

Identifies the status of this approval workflow step as one of the following:

• Approval Pending—This workflow step needs additional approvals before it will be completed.
• Approved—This workflow step has received all required approvals.
• Rejected—This workflow step was rejected by one of the assigned approvers.

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 account, group, or role that has been assigned as an approver on this workflow step.

Status

Identifies the current status of the user/group/role’s approval as one of the following:

• Pending since [DATE and TIME]—Identifies when this approver’s level became active.
• Approved on [DATE and TIME]—Identifies the time when the approver approved this workflow step.
• Rejected on [DATE and TIME]—Identifies the time when the approver rejected this workflow step.
• Not Scheduled—Indicates that this approver’s level is not yet active, meaning that previous level(s) of approver(s) need to approve the workflow step before this user is permitted to do so.

Action

Lists buttons the approver can click to Approve or Reject this workflow step. If the button is disabled, either the approval/rejection has already occurred, or that the approver’s level is not yet active.

Workflow Manager 2019 Help Library

August 2019

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