Table-based approval routes

In BRIX, you can configure a custom approval route for each individual app item. To do this, the employee fills out a table to:

• Set multiple approval stages.
• Define the approvers for each stage and also the approval type   Parallel, Sequential or First Response.

Table-based routes offer flexible configuration to align with your business logic. Users can define approval stages:

• When adding or editing an app item.
• Within a task assigned during a business process.

At each stage of the route, designated approvers automatically receive a task to review the item. The employee who submitted the item can track its real-time approval status directly on its page or receive a task summarizing the approvers' decisions and comments. For more details, see Work with table-based approval routes.

How to set up approval routes

Before employees can build their own approval routes, the system administrator must complete an initial configuration consisting of several steps:

1. Determine where users can build approval routes using the Approval Routes widget:

• On the app item create or edit form.
• Within a task assigned during a business process.

2. Configure the process to execute the approval route during a workflow using the Approval Route activity. This ensures an approval task is assigned to each designated approver specified in the route settings.
3. Choose where users can view the status of each approval stage or the final outcome. Add the View Approval Routes widget to:

• The app item page.
• The form of the task assigned during a business process.

Read more in Initial setup for working with table-based approval routes.