Approval Task - Yoroflow Blogs

Table of Contents

The Approval Task performs the activity of approval action on the current task. Use the approval activity to mark any task record as approved.
Approval activity and its result value is the approval disposition at the end chosen by the approver. It can be approved or rejected.
This approval activity works differently from Set Values when used to set the field value of approval.
Approval activity marks all the pending and current approvals as no longer required.
Workflow designer is able to assign the value using the approval variable from an activity script field.

To start an Approval Task, you have to select the Approval Task node through the drag and drop feature.

Right click the Approval Task node and you can see two options like Properties, and Delete.
Select Properties of the Approval Task that will show the Approval properties like this.

To create the Approval Task, you have to enter the Name, Form identifier, Form Version. You can assign to a specific User or Group of Users by mentioning the Auto Assign User, Assignee User, and Assignee Group.

On the right, you can see the drop-down button for create/select the workflow. Using this feature, you can choose Create New Form or Select Existing Form options.

While assigning the task, you can also add the Due Date with Due Time using the drop-down button and Units (Minutes, Hours, Days). Then, click the Add Reminder button. It will remind the task to the assigned user before the due date.

There is an input field for asking you to approve or reject this task. If you approve/reject the task, the messages will be shown accordingly.

The conditions find which transition works after this approval task.
Approval task works as the user whose actions completely match the request or approve or reject conditions the workflow was waiting for.
Approval activity state refers to the workflow of what to do with the approval activity.

Input variables find the initial behaviour of the approval activity. Some of the input variables are Task Requested, Task Approved, Task Rejected, and Send Back.
You have to enter the Launch Button Name, Approval Button Name, Reject Button Name, and Send Back Button Name as mandatory.

On the other hand, you can enable/disable the Save Us Draft option as per your choice.
In case you want to Print on Approval means; you can enable its option. Otherwise, disable it as shown in the screen.
You can also enable the Printing using the enable/disable button.
At last, you can either Save, Cancel, or Reset the task which you have created.

Useful Links