Add Approval Task to a process automation

You can configure an approval task to share requests with decision makers before the process automation is completed.

You will need a pre-built form for the approval task that can receive data from the process. This is labeled the Approval content form and is used to pass data to the responder approving the task.

Procedure

From the Control Room, open an existing process automation or create a new process automation to launch the Process Composer.
Add the Approval task to the end of your process automation.
Select the Approval task element in your flow to open the configurations panel and enter the Element name.
Enter the Task name.
Select the users for the Task requester and assignment. See, Assign users to an approval task
Note: The task requester is the user running the task that requests approval. Assign the task to the role or team that will approve the request.
Default will send approval requests to default users set by the admin. When you selectCustom, you can enable these options to the Specify user group for the approval.
- Role: Select a pre-built Custom role to add users that have the selected role assigned. Create a role
- Team: Select the pre-built Team to add users in the selected Team. Assign members to a team
- Variable: Select a pre-built Global value to add users from that user group to the configuration. Create a global value
Enter the Number of approvals you want required for this task to complete.
Select your pre-built Approval content form.
Select the Action buttons for the responder to approve and decline the task.
Select each box and enter the inputs to Feed data into form.
Save the process automation.

Automation 360

Add Approval Task to a process automation