Approval Workflow
Last updated
Last updated
An approval workflow is a structured sequence of steps and processes that govern the review and authorization of a task, document, or decision within an organization.
Click on the Create Approval Workflow button.
This button is typically located at the top-right corner of the screen.
When you click it, the approval workflow creation interface will appear.
In this interface, you can define the approval steps, roles, notification preferences, and other relevant settings for your workflow.
Here is the approval workflow creation screen, where the user can give the flow a name and description.
Flow Name
A flow name is like a short title for a process.
Description
The description is a quick explanation of what that process is all about.
Add Level
Clicking the add level button will allow the user to create a new level.
Level
"Level" refers to a specific access or permission tier within a system or platform.
Different levels might grant different privileges or permissions to users.
It's often used to categorize and control user access based on their roles or responsibilities.
Display Name:
The "Display Name" is the name that is shown to users and others within a system's interface or platform.
It's the name that represents a user, role, or resource in a human-readable format.
Display names are used to provide clarity and recognition, especially in user interfaces.
Description
The "Description" is a brief explanation or summary of what a particular item, role, or permission entails.
It's used to provide additional context to users, helping them understand the purpose or significance of a specific setting or feature.
Approval Type
"Approval Type" specifies the method or process by which an action or request is approved. Different types of approvals might include single-step, multi-step, sequential, or parallel approval processes, each with its own workflow and requirements.
Approvers By Email
"Approvers by Email" refers to the ability to designate approval responsibilities based on individual email addresses.
This means that specific individuals, identified by their email addresses, will be responsible for approving certain actions or requests.
Approvers By Groups & Roles
This feature allows you to assign approval responsibilities based on predefined groups and roles within the system.
Instead of specifying individual email addresses, you can assign approvals to entire groups of users or roles, streamlining the approval process.
Notify User on Approval
"Notify User on Approval" triggers a notification to the relevant user when the approver gives the approval.
This keeps users informed about the status of their submissions.
Notify User on Reject
Like the previous point, this feature notifies the user when their action or request has been rejected, providing transparency and information about the decision.
On Approval (Enable Button - Template with Message)
Enabling the "On Approval" button empowers users to create the template with the predefined placeholder.
On Reject (Enable Button - Template with Message)
Enabling the "On Reject" button allows users to create the template with the predefined placeholder
On Approval Action:
"On Approval Action" refers to the actions that will be automatically taken once an approval is granted.
This could involve initiating a subsequent process, updating a record, or triggering certain workflows.
Groups & Roles for Approval:
This setting allows you to define which user groups or roles have the authority to approve specific actions or requests.
It streamlines the approval process by delegating decision-making to predefined groups.
Configure Approval Template:
"Configure Approval Template" involves setting up a standardized format for approvals with the predefined placeholders.
