Defining an Approval Task Workflow Step
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. The approval template will be defined as one of the following types:
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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 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. |
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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. |
Note • For information on approval templates, see Managing Approval Templates.
To define a workflow step with a Step type of Approval Task, perform the following steps:
To define a workflow step with Step Type of Approval Task:
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Add a new workflow step in the location in the workflow where you want the approval task to occur. |
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Enter a name for this workflow step in the Description field. |
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Set Step type to Approval Task. |
Note • See also Restrictions Regarding Approval Tasks When Editing Workflow Templates That Have Existing Workflow Requests.
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From the Approval Template list, select an approval template. |
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Click Create. Workflow Manager automatically creates a new data group and data element to collect the approval information: |
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On the Workflow Phase Details view of the workflow phase that contains the approval workflow step, set the Define a condition for workflow branching? option to Yes. |
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In the Select the branching condition list, select the Approval Status data element that was created when you created the approval workflow step. |
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Select the next phase setting for the Approved and the Rejected values. |
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Click Update to save your edits on the Workflow Phase Details view. |
Note • For more information on creating workflow templates that contain branching, see Creating Templates That Use Conditions.
When a request is submitted using this workflow template, the Approval dialog box will open when a user clicks on this workflow step on the Workflow Request page. Users can also approve an approval workflow by clicking a link in an email that they receive when their approval level becomes active.
See Also
Managing Approval Templates
Creating an Approval Template
Creating Templates That Use Conditions
Edit Approval Template Page
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Workflow Manager
2019