Create an approval definition

Add an approval definition so that you can implement an approval process that is over that definition. The approval is applied on reservations that match the conditions.

Antes de Iniciar

Importante:

Starting with Workplace Reservation Management version 2.1.2, the approval options function as follows:

• For existing customers, it was possible to configure approval functionality on the Reservable module to approve reservations. After the upgrade, this possibility remains the same until a new approval definition is configured using the following procedure. After you configure a new approval definition, the approval process will run based on the upgrade.

  After the upgrade, disable the WSD Reservation Approval Flow in the Flow designer.

• For new customers, the following procedure explains how to configure an approval definition to approve a reservation.

Role required: sn_wsd_core.admin

Procedimento

1. Navigate to Workplace Core > Administration > Approval Definitions.
2. Click New.
3. On the form, fill in the fields.

   Tabela 1. Workplace Approval Definition form

   Field	Description
   Name	Name of the approval definition.
   Applicable to	Table on which the approval definitions must be applied.
   Application	Application for which you are creating the approval definition. This field is automatically set.
   Active	Option to activate the approval definition.
   Order	Order in which the approval definition must be implemented. For example, if you selected the Reservation table in the Applicable to field and there a reservation matches more than one approval definition, then the approval definition with the lowest order is applied. However, do not maintain approval definitions with the same order.
   Conditions	Option to add filter conditions based on which the approval definition must be implemented. The conditions are applied on the table selected in the Applicable to field. To add a condition, select Add filter condition. To add an OR clause, select Add "OR" clause. For example, if the Reservation table is selected in the Applicable to field, then the approval definition is implemented on the reservations that match the filter conditions.

4. Click Submit.

Resultado

The approval definition is created for the reservation table. If a reservation matches more than one approval definition, then the approval definition with the lowest order is applied.

O que Fazer Depois

Add approvers to approve the reservations that match the approval definition. For more information, refer to Add a workplace approval configuration.