Difference between revisions of "Workflow Task Type: Request for Approval"

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#REDIRECT [[Workflows_Overview#Task_Type:_Request_for_Approval_.2F_Request_for_Comment]]
Request for Approval [[Workflow Task Types]] prompt users to review the work of others, and keep track of outstanding reviews on the [[Workflow Requests]] page.
 
 
 
[[Image:WorkflowTaskTypeSettings-RequestforApproval.png|link=]]
 
 
 
==Task Settings==
 
Request for Approval Tasks have the following settings:
 
* '''Name''' - Narrative name for the task.
 
* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow.  This number can be changed to display the step in a different location.
 
* '''Description''' - Detailed description of the task ''(optional)''.
 
* '''Expire After''' - Intended duration of the workflow.
 
* '''Respondents''' - Indicates the number of respondents required for this approval. (See [[Workflow Request For Approval Required Respondents]] for further information.)
 
* '''Allow Edit''' - Allows editing of the attached object.
 
 
 
{{WorkflowTaskTypeMessageTemplate}}
 
{{WorkflowTaskTypeRouting}}
 
{{WorkflowTaskRoutingOptions}}
 
 
 
==Configuration Walk-Through==
 
The following articles walk through the steps needed to configure this Workflow Task Type
 
* '''[[Creating a Request for Approval Workflow]]'''
 
* '''[[Adding a Step to a Request for Approval Workflow]]'''
 
* '''[[Setting the Message Type in a Request for Approval Workflow]]'''
 
* '''[[Setting the Step Role in a Request for Approval Workflow]]'''
 
* '''[[Setting the Process Options in a Request for Approval Workflow]]'''
 
* '''[[Selecting the Connector Trigger Types in a Request for Approval Workflow]]'''
 
* '''[[Completing a Request for Approval Workflow]]'''
 
* '''[[Attaching a Request for Approval Workflow to an Object]]'''
 
* '''[[Testing a Request for Approval Workflow]]'''
 
 
 
==See Also==
 
* [[Workflow Task Types]]
 
* [[Using variable syntax to select recipients for workflow tasks]]
 
* [[Workflow Request For Approval Required Respondents]]
 
[[Category:Workflows]]
 

Revision as of 13:26, 20 July 2017