Approval - Group workflow activity
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- UpdatedAug 3, 2023
- 7 minutes to read
- Vancouver
- Workflow
The Approval - Group activity creates approval records for each member of a specified group.
The group approval is approved or rejected based on the user approvals, according to the logic specified in the Wait For field.
Results
- Approved
- Rejected
- Deleted
- Cancelled
Input variables
Input variables determine the initial behavior of the activity.
Field | Description |
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Approval - Group When Specify when this activity generates a group approval record. |
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Condition | Conditions which, if met, cause the group approval to be generated. If the conditions are not met, the approval is skipped. |
Approval - Group Approvers Specify the groups whose approval will be requested. |
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Groups | The groups whose approval will be requested. To edit this field, click the lock icon. To select specific groups by name, use the lookup list. To select groups from field values on the current record at runtime, click the tree icon. Each member of the group will be assigned an individual approval record. If no group is selected, the activity automatically sets the approval to Approved. |
Approval - Group Condition Specify how the activity decides to approve or reject the group approval, based on the responses from individual members of the group. |
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Wait for |
A choice between different approval logics to determine which individual
approvals or rejections result in approval or rejection of the activity's
approval. Options are:
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Approval script Only appears when 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 status for this approval. This script is responsible for setting the approval state for each group that is part of this approval activity before returning the overall approval state for all of the groups. When called, the following variables are available to the script for all the groups that are part of this approval activity: And for each
group:
Note: Iterate the groups
using:
Note: Get group object using the following code (to get things like the group
name being iterated
on):
Approval scripts also allow computations. For example, if only half of the
approvals are
required:
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When anyone rejects |
A choice between different approval logics to determine which individual
rejections result in rejection of the activity's approval. Options are:
Note: If Wait for is set to Anyone to
approve, then a single approval causes the activity to complete
with a result of approved, even if one or more users
reject.
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Approval - Group Schedule Specify how workflow calculates the approval record's expected start date and due date. Once you've made a selection for 'Due date based on', and 'Schedule based on', the appropriate fields will display. |
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Due date based on | Select how workflow determines the task's duration, due date, and schedule.
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Duration Only appears when Due date based on is set to A user specified duration |
The specific number of days and hours. |
Relative duration Only appears when Due date based on is set to A relative duration |
The general number and length of business days. |
Due date field Only appears when Due date based on is set to A date/time or duration field |
The date/time or duration field. |
Due date script Only appears when Due date based on is set to Script |
The script that sets 'answer' to the number of seconds for the duration. |
Schedule based on | The basic schedule the timer uses to count working hours. If a schedule is
specified, the duration will only be considered for times that are specified on
the schedule. For example, if the duration is 2 hours and the workflow begins at
4:00pm on a schedule that is 8am - 5pm, then it ends at 9:00am the next day. The
options are:
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Schedule Only appears when Schedule based on is set to A specific schedule |
The predefined Schedule from a list. |
Schedule field Only appears when Schedule based on is set to A schedule field. |
A date and time or duration field for the schedule, that is associated with the table. Valid fields appear in blue on the Select the element from a tree dialog. |
Time zone based on | The time zone for calculating the duration. The time zone may be based on:
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Time zone Only appears when Time zone based on is set to A specific time zone . |
Select the time zone you want from the choice list. |
Time zone field Only appears when Time zone based on is set to A time zone field. |
A date and time or duration field for the schedule, that is associated with the table. Valid fields appear in blue on the Select the element from a tree dialog. |
Approval - Advanced If desired, write a script for determining additional users to request approvals from. |
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Advanced | Select this check box to write a script for determining additional users to request approvals from. Use the Additional groups script to customize group approvals. |
Additional groups script |
If the Advanced check box is selected, this script is
called to determine any additional group approvals to be created. The script needs
to set the variable answer to a comma-separated list of group
ids or an array of group ids to add as approver groups. For
example:
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