Approval Coordinator workflow activity
Summarize
Summary of Approval Coordinator Workflow Activity
The Approval Coordinator activity is designed to manage approval processes within workflows that extend from the Task table. It consolidates the outcomes of various child activities, such as Approval - User, Approval - Group, and Manual Approval, to determine the final approval status.
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Key Features
- Activity Creation: Drag the Approval Coordinator onto the workflow canvas and complete the activity form to initiate it.
- Child Activities Management: Specify child activities through links on the activity body after submitting the form.
- Approval Outcome Handling: The activity automatically sets any pending approvals to 'No Longer Required' once completed.
- Input Variables:
- Wait For: Configurable options for triggering completion based on child activity outcomes.
- Rejection Management: Options to reject immediately or wait for other responses before deciding.
- Approval Script: Custom scripts can be used to determine approval or rejection logic.
- Conditions and States: Conditions dictate transitions post-activity, while states define the activity's status throughout the workflow process.
Key Outcomes
When implemented, the Approval Coordinator enables streamlined approval processes, ensuring that workflows efficiently respond to user actions. The status of the activity reflects the approval decisions made, enhancing overall workflow management and reducing delays in processing approvals.
The Approval Coordinator activity creates an approval whose outcome depends on the outcome of one or more child activities, including one or more Approval - User, Approval - Group, and/or Manual Approval activities.
After you click Submit, the activity appears on the workflow canvas. From there, specify the child activities by clicking the links that appear on the body of the activity.
When the Approval Coordinator activity completes, all pending approvals that were created by any of the Approval Coordinator approval activities are immediately set to No Longer Required. If a single user is called as an approver twice by the same workflow, such as when a single user is both a product approver and an executive approver, any approvals for that user after the first are skipped.Results
- Approved
- Rejected
- Deleted
- Cancelled
Input variables
Input variables determine the initial behavior of the activity.
| Field | Description |
|---|---|
| Wait for | Indicate what to wait for to indicate that the approval activity is approved or
rejected. Options are:
|
| When a rejection occurs Only appears if Wait for is set to All child activities to be approved or Any child activity to be approved. |
Specify what the coordinator should do when it sees a rejection from any one of
the child activities. Options are:
|
| Approval script Only appears if Wait for is set to Condition based on script. |
If the Wait for variable is set to Condition
based on script this script is called to determine how to handle an
approval or rejection. The script needs to set the variable
answer to , approved or rejected to indicate the overall
approval status for this approval. When called, the following variable is available
to the
script: |
Conditions
| Condition | Description |
|---|---|
| Approved | The users from the groups have approved the request based on the Wait for rules. |
| Rejected | The users from the groups have rejected the request based on the Wait for rules. |
States
| State | Description |
|---|---|
| Executing | The workflow engine starts the execute function of the activity. |
| Waiting | The workflow engine ignores the activity until a specific event to restart the activity is fired. |
| Finished | The activity finished running. See the result value for the outcome of the activity. |
| Cancelled | This activity, or the workflow that contains this activity, was canceled. |
| Error | A JavaScript error occurred. Review the logs for error details. |