Approval Route

This activity allows launching a table-based approval route configured by an employee for a specific app item.

There are two ways a user can set up an approval route, depending on how the administrator configured the initial setup:

• While creating or editing the app item.
• On a task form during a business process.

The Approval Route activity described in this article is used to assign tasks to employees according to the user-defined approval stages.

For details on all initial setup stages, see Initial setup for working with table-based approval routes.

Configure the Approval Route activity

Place the activity in any swimlane of the process flow chart. Double-click it to open the settings window. Configuration is performed on the following tabs: General, Form, Connectors, Error Handling, Start Process, and Description:

1. On the General tab, fill in the fields:

• Specify the name of the activity on the process flow chart.
• Set the name for the approval task that approvers specified in the route will receive.
• In the Item to send for approval* field, select the app whose item will be sent for approval.
• Enable the Notification to the activity stream option to post a message to the #activity stream of the app item when the process reaches the block and table-based approval begins.

2. Configure the settings on the Form, Connectors, Error Handling, Start Process, and Description tabs similarly to the configuration in the standard Approval activity.
3. Publish the completed process.