Approvals in Automation Co-Pilot

The Approval task is a designated process flow provided by Automation Co-Pilot that routes notifications and process data to specific users that can quickly address complex and urgent hand-offs.

Note: This feature requires the Enterprise Platform license. For information about supported version for this feature, see Enterprise Platform.
The Approval task provides the following benefits:
Image displays the benefits of approvals.

You can use the Approval task feature to approve tasks quickly and directly. The need for approvals applies to many business tasks. With the Approval task, users can submit and receive approvals while staying notified of progress, without breaking concentration from streamlined work flow. Additionally, decision making becomes simplified when managers can quickly review the information of a task requested for approval, and they can directly respond with attachments and comments. This human interaction has a designated space within Automation Co-Pilot and the Process Composer for configuring and automating across applications and roles.

Find the approval task in Process Composer.
Image displays the interface for the approval task element.

The Approval task is a process element that you can add and configure in the Process Composer. This enables functionality in Automation Co-Pilot for business users and decision makers to share information within the automation, improving response time that can otherwise take longer to resolve due to the complex nature of cross-functional decision making.

By running an Approval task, each team member can leverage their unique role and responsibilities in a single streamlined automated task. This means the experience for approving contributors is tailored to the function of their role, while business users continue their familiar automated experience with the added benefit of immediate updates and details when requests are approved. Consider the relationships for the following personas:

Table 1. Relationships of personas and the Approval task
Persona Experience

Jake: Automation admin
 Plan
Assign users to roles/teams. Decide on resources used and permissions users have during automation.

  • Configure the resources such as device and runAs in a comprehensive way.

  • Assign a process to a Role within Control Room.

  • Assign global values to group variables used inside a process per a role/team basis.

Marcus: Pro developer
 Create

Create the automated process and configure who receives approval requests.

  • Assign group variables to a Human Task inside a process.

  • Select the role or team where a request needs to be created when using the Process package in a bot.

  • Select the role/team where a request needs to be created when using the Process Task.

Add Approval Task to a process automation

Bria: business user
 Request

Runs the task when engaging customers and requests approvals from relevant team members.

Using and sorting the Tasks view

Tomas: Team manager
 Approve

Approves requests from business users.

Workflow

The following steps describe the basic workflow to configure an approval task.

  1. Create your teams for business tasks. Create a team and assign roles to team members
  2. Optionally, add the relevant team to a single Global Value, of variable type user group. Create a global value
  3. In Process Composer, configure the approval task in your process using the pre-built user group. Add Approval Task to a process automation
  4. Save your changes to the process.
  5. Run the approval task in Automation Co-Pilot.