{"id":29547,"date":"2021-08-11T17:45:08","date_gmt":"2021-08-11T16:45:08","guid":{"rendered":"https:\/\/multisite.korebots.com\/v9-0\/?p=29547"},"modified":"2021-08-11T17:45:08","modified_gmt":"2021-08-11T16:45:08","slug":"approval-task","status":"publish","type":"post","link":"https:\/\/multisite.korebots.com\/v9-0\/docs\/process-apps\/flow\/tasks\/approval-task\/","title":{"rendered":"Approval Task"},"content":{"rendered":"

Approval Task allows you to perform an approval action. While you build a process flow that requires an approval action to be performed, the approval task helps you perform that action. For example, let us consider an employee leave request. An employee has submitted a leave request. The system fetches the employee\u2019s reporting Manager\u2019s information and assigns the leave request task. Here, the Manager must approve or reject the leave request. To perform this approval action, you need an approval task to be configured in the process flow. This approval task helps you to configure task results like Approve, Reject, and custom results. Based on the conditions set in the corresponding Split stencil, the Manager can approve or reject the request.\u00a0<\/span><\/p>\n<\/div><\/div>

<\/div><\/div>

Configure Approval Task<\/b><\/h4>\n

To configure an Approval Task in the process flow, follow the below steps:<\/span><\/p>\n

    \n
  1. On the left pane, you can find the <\/span>Tasks <\/b>section. Drag and drop the <\/span>Approval Task <\/b>stencil from this section to the builder.<\/span><\/li>\n
  2. Click the <\/span>Approval Task <\/b>stencil to open the Approval Task<\/span> window.<\/span><\/li>\n
  3. On the Approval Task window, enter the following details:<\/span>\n
      \n
    1. Name – Enter a name for the approval task.<\/span><\/li>\n
    2. Task Results – You can find <\/span>Approve <\/b>and <\/span>Reject <\/b>options. Choose to approve or reject the task. You can also rename these options or click <\/span>Add an Outcome<\/b> to add more options like <\/span>On-Hold<\/span><\/i>.<\/span><\/li>\n<\/ol>\n<\/li>\n
    3. Click the <\/span>Notifications <\/b>tab to configure the notification settings.<\/span><\/li>\n
    4. Select a <\/span>Delivery Mode<\/b> from the drop-down list: <\/span>Bot <\/b>or <\/span>API <\/b>or <\/span>Email<\/b>. These are the channels to notify users of important updates, delivering alerts, or sending data to users.<\/span><\/li>\n
    5. Under the <\/span>Response <\/b>section, select an option to send the Manager\u2019s response:<\/span>\n
        \n
      1. Get Response through a Form<\/b> – If selected, the<\/span> Form URL<\/span><\/i> will be inserted into the message composed in the <\/span>Compose Message<\/span><\/i> section.<\/span>\n
          \n
        1. Select a form from the drop-down list.<\/span><\/li>\n
        2. Click <\/span>Add Access Control<\/b> to set permissions. <\/span>It lands you on the <\/span>Forms <\/b>page and you can add a component in the master form. You can only update <\/span>Read-only<\/span><\/i>, <\/span>Is-Visible<\/span><\/i>, and <\/span>Visibility <\/span><\/i>settings through access control.<\/span><\/li>\n<\/ol>\n<\/li>\n
        3. Get Response through Email<\/b> – If selected, a form will be dynamically created with task actions as buttons and inserted into the message you compose.<\/span><\/li>\n<\/ol>\n<\/li>\n
        4. Under the <\/span>Compose Message<\/b> section, enter the following details:<\/span>\n
            \n
          1. Subject – Enter the subject for the response mail.<\/span><\/li>\n
          2. Compose Message – Enter the details of the response message.<\/span><\/li>\n
          3. Click <\/span>{..}<\/b> to add variables to the message.<\/span><\/li>\n<\/ol>\n<\/li>\n
          4. Click the <\/span>Assignment <\/b>tab to configure the recipient settings. You can select any of the below options:<\/span>\n
              \n
            1. Single Recipient<\/b> – If selected, you can send the response to the recipient configured in this section.<\/span>\n
                \n
              1. Enter the recipient email address in the <\/span>Recipient ID<\/b> field.<\/span><\/li>\n<\/ol>\n<\/li>\n
              2. Multiple Recipients<\/b> – If selected, you can send the response to multiple recipients configured in this section.<\/span>\n
                  \n
                1. Enter recipient email addresses separated by a comma in the <\/span>Recipient ID<\/b> field.<\/span><\/li>\n
                2. Under the <\/span>Assignment Logic<\/b> section, select an option:<\/span>\n
                    \n
                  1. Assign to All<\/b> – If selected, the system assigns the task to all recipients.<\/span><\/li>\n
                  2. Least Occupied<\/b> – If selected, the system assigns the task to the recipient with the least number of open tasks.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n
                  3. Group <\/b>– If selected, you can send the response to a group. Only one of the recipients from the group can complete the task\u00a0<\/span>\n
                      \n
                    1. Enter the group email addresses separated by a comma in the <\/span>Group ID<\/b> field.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n
                    2. Click the <\/span>Timer <\/b>tab to set the deadline to complete the task.<\/span>\n
                        \n
                      1. By default, the <\/span>deadline <\/b>option is disabled. Turn on the toggle to enable it.<\/span><\/li>\n
                      2. After you enable it, enter a proper date and time in the <\/span>Resolve Within<\/b> field.<\/span><\/li>\n
                      3. Under the <\/span>Reminders and Escalations<\/b> section, you can perform the following:<\/span>\n
                          \n
                        1. Set Reminders<\/b> – Select the checkbox to enable it and enter a proper date and time in the <\/span>Remind<\/b> field.\u00a0<\/span><\/li>\n
                        2. Escalations <\/b>– Select the checkbox to enable it. In the <\/span>Escalate <\/b>field, enter the date and time to trigger the escalation. In the <\/span>Escalate to<\/b> field, enter the email address of a Manager\/Admin to send the escalation notification.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n
                        3. Close the Approval Task<\/span> window<\/span><\/li>\n<\/ol>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Approval Task allows you to perform an approval action. While you build a process flow that requires an approval action to be performed, the approval task helps you perform that action. For example, let us consider an employee leave request. An employee has submitted a leave request. The system fetches the employee\u2019s reporting Manager\u2019s information...","protected":false},"author":12,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/29547"}],"collection":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/comments?post=29547"}],"version-history":[{"count":1,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/29547\/revisions"}],"predecessor-version":[{"id":29549,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/29547\/revisions\/29549"}],"wp:attachment":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/media?parent=29547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/categories?post=29547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/tags?post=29547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}