Managing Approval Templates

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.

The Approval Administration page lists all approval templates defined in the system. You can view this page by selecting the Approval subtab of the main Administration tab.

For information about managing approving templates, see the following topics:

Note • For information on adding an approval template to a workflow step, see Defining an Approval Task Workflow Step.

See Also

Approval Administration Page

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Workflow Manager

2019