Views: 9121 (Data available since 06.02.2017)
This action permits you to approve a document for which a business process was launched. Depending on the result (approved or not), two options for further actions are possible.
Note: The business process will be set to pending (suspended) until any user from those indicated performs the task (approves or rejects the request) or until the time limit expires (see the option Time limit).
Approving voters – here, the approving users should be indicated.
Approval type – a principle to be used by the users indicated above shall be selected:
- All Persons – all users indicated above must approve the document;
- Any Person– any user from those indicated above must approve the document;
- Vote – approval is effected by the users indicated above via a voting procedure.
For the option Vote the fields Minimum percentage of participating users required for acceptance are available and Wait for responses from all participants.
The last field can be used for automation submitting the values Y or N to it. If the option yes is selected, the action will wait until all the employees indicated above vote. If the option no is selected, the action will wait until the indicated percentage of votes is achieved.
Assignment name – the name of the task related to the document approval is set for the users indicated. It will be displayed in the interface for the users.
Assignment description – a description or explanation to the task. The contents of this field will be displayed on the interface for the users. This field should contain complete information about the action to be performed by the user. It will help to avoid confusion in case of several similar actions.
Set Status Message – permits changing the text of the document status to an arbitrary text. It may, for example, permit you to monitor the progress of a business process.
Status Text– a status text is set up.
The following modifiers can be used in the status text:
#PERCENT# - percent,
#VOTED# - persons informed,
#TOTAL# - total number of persons to be informed,
#APPROVERS# - list of those who approved the document,
#REJECTERS# - list of those who rejected the document.
Accept button text and Reject button text permits indicating own text for the relevant buttons.
Show comment input field – this option makes it possible to permit users leaving their own comments to the assigned task. For example, any comments regarding the document to be approved. The contents of the field can be obtained after executing the action using the relevant option in the form Insert value – Additional results (see below).
Comment input field label – a caption for the field with a comment.
Time limit – a time period can be set up so that if the document is not approved or rejected before the time period expires, the document will be automatically rejected. An empty value or 0 means the absence of such a time period.
The results of this action can be obtained using the form Insert value – Additional results where they will be available immediately after adding the action to the template.
The following is available:
- How many persons have voted;
- How many persons are to vote;
- Percentage of those who voted;
- Percentage of those who approved the document;
- Percentage of those who rejected the document;
- The number of those who approved;
- The number of those who rejected;
- The last person who voted;
- The users who approved;
- The users who rejected;
- Automatic rejection – the field will contain
1 if the document was automatically rejected (see Time limit).