Creating an Approval Template
Workflow Manager 2019
An approval template can be associated to a workflow step that has a Step type of Approval Task. When a user clicks the name of this workflow step on the Workflow Request page, the Approval dialog box opens, prompting the user or a series of users to approve the workflow step. Additionally, email notifications are sent to listed approvers, enabling them to approve or reject the step via email.
To create a new approval template, perform the following steps:
To create an approval template:
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In the navigation bar, Click Approvals on the Administration menu. The Approval Administration page opens. |
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Click Add. The Edit Approval Template page opens. |
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In the Approval template name field, enter a name to identify the template. |
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From the Approval type list, select one of the following options: |
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Linear—Approvals need to take place sequentially, one after the other, according to assigned Level. |
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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. |
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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. |
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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. |
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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. |
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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. |
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To enable users to add a new user or group of users to the approval list on the Approval dialog box, select the Allow users to add approvers option. |
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. 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.
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Click the Add Account button to open the Add/Account Group dialog box to add a database user, LDAP user, or LDAP group to the Approvers list. Click the Add Role button to open the Select Role dialog box to add a role to the Approvers list. |
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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. Specify the appropriate Level for each account/group/role in the list. |
Note • If the Approval type is Pool or Parallel, this field is ignored.
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Click Save to create the approval template. |
See Also
Edit Approval Template Page
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Workflow Manager
2019