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

Note: To activate the Approval task for Cloud or On-Premises deployments, you need to purchase the Enterprise Platform license. Contact your customer service manager for more details.
The need for approvals applies to many business tasks such as time-off or purchasing requests. Developers can use the Approval task to automate a process where users can submit and receive approvals, while staying notified of progress, without breaking from the streamlined work flow.

The developer 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

  1. From the Control Room, open an existing process automation or create a new process automation to launch the Process Composer.
  2. Add the Approval task to the end of your process automation.
    Image shows the Approval task element in the UI.
  3. Select the Approval task element in your flow to open the configurations panel and enter the Element name.
  4. Enter an Element ID used only as an internal reference during approval design and must be unique within the approval request workflow.
  5. Enter the Task name.
  6. Enter the Form used in the approval task and if there are any Input values to include.
  7. Select the users for the Task requester and assignment.
    Image demonstrates requester is process runner and assignee is approver.
    Note: The task requester represents the user group (role, team, individual user) that sends the task for response. Assign the task to the user group that receives the request and responds. See User configurations for an approval task.
    Default will send approval requests to default users set by the admin. When you select Custom, you can enable these options to the Specify user group for the approval.
  8. Enter the Number of approvals required you want required for this task to complete.
  9. Select the Task expiration time .
  10. Select the Action button labels for the responder to approve (Approve button label) and deny (Decline button label) the task.
  11. In the Data privacy tag field, enter a text or variable to generate hidden custom output. Select the (x) box.
    1. Select a source for the Variable Source: Global, Process, or Task.
    2. For Process or Task sources, select a Variable type: Input, Output, or Meta.
    3. For all three variable source types, specify your variable in the Variable field.
    4. Click Add.
  12. In the Task attributes section, click Add attribute to add any previously available checked-in attributes to feed into the approval task.
    1. From the Attribute display label field, select an attribute from the drop-down menu (required). The Attribute ID field is auto-generated and populates based on your selection.
    2. Select a Data type for the attribute from the drop-down menu. For example, String, Number, Boolean, Datetime).
    3. Select how you want to display the Attribute type from the drop-down menu. For example, Visible or Hidden.
    4. Enter a hard-coded value in the Value assignment for the selected data type or provide a value using a variable by clicking the (x) box.
    5. Click Add attribute to add any additional attributes.
  13. Save the process automation.