Setting Up Approval Chains Using a Form

Last Updated: 03/15/2016 Introduced in Verision: 2.0

An administrator user can use an approval form to set up an approval chain.

Example

This example demonstrates how to create an approval chain using an approval form within a flow. 
 
Navigate to a Designer Projects folder, and create a new flow. Name the flow “Approval Chain Setup” and click OK. 
 
In the Flow: Approval Chain Form window, in the Components panel on the left, expand the Forms [Interaction] category and select a form. In the video, the user adds two previously-created forms to the workspace, by dragging and dropping the Leave Approval form, and by pasting the Setup Wizard Confirmation Screen form.

  1. In the Components panel in the Flow Designer’s startup window, expand the Flows, Rules, Forms and Reports > Forms [Interaction] category, expand the Approval category, and expand the Setup Wizards category.

  2. Select the Configure Approver Chain item and click Add to add it to the workspace.

     flowStarts

     

  3. Configure the flow. In the video, the user connects the nodes as below.

     

     connection

  4. Click Save Flow at the top of the window.

  5. Click OK.

  6. Click Debug Flow at the top of the window. Note that in Decisions version 3.5 and above, you’ll need to click Test Flow to access the Debugger.

  7. In the Flow Debugger window, on the Form tab, enter the title, description, and date and click Select Approver. In the video, the user enters a request for leave on a specific date.

     

     form

  8. In the Configure Approver Chain window, select the number of levels of the approval chain, and the approvers for each level. Click the Add button, select whether the approver should be an account, group, or role, and select the approvers. In the video, the user sets up a two-level approval chain with approval required from one account at each level.

  9. Click Next.

    The system creates an approval chain for the Leave Approval form.

Additional Resources