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.

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 the Task name.
  5. 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 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
  6. Enter the Number of approvals you want required for this task to complete.
  7. Select your pre-built Approval content form.
  8. Select the Action buttons for the responder to approve and decline the task.
  9. Select each box and enter the inputs to Feed data into form.
  10. Save the process automation.