Define Workflow Transition Approvals

  1. Open the Approvals tab to fill in the approval's details by clicking Insert.

    Field

    Data type

    		Description
    Name

    Text

    		This name uniquely identifies the workflow transition approval in the system.
    Display Name

    Text

    		This is how the workflow transition approval will be displayed in the user interface.
    User Competence

    Lookup

    		User competence of the person approving the transition. For details, see Define User Competences.
    Is Advisory

    Bool

    		Check if approval is only advisory. If an approval is advisory, the status change will take place even if the approver rejects the transition, but the rejection will be logged in the business workflow transitions list.
    Competence Approval Mode

    Option set

    • Any Of – If any of the users with the designated competence approves the transition, the transaction passes.
    • All – All the users with the designated competence must approve the transition before it passes.
    Rejected Business Workflow Status

    Lookup

    		Alternate workflow status to be applied if the transition is rejected.
    Entity Form

    Lookup

    		Context (entity form or form driven flow) in which the workflow transition triggers the approval process.
    Rejected Text

    Text Area

    		Text message to be displayed on screen if the transition is rejected.
    Approval Text

    Text Area

    		Text message to be displayed on screen if the transition is approved.
    Triggers Validation Mode

    Option set

    • Any Of – The transition requires approval if any of the approval triggers matches.
    • All – The transition requires approval if all the approval triggers match.
  2. Click the Save and Reload button () at the top right corner of the page.
  3. In the Approval Triggers section, add any business conditions that have to be met to trigger the approval. If this section remains empty, the workflow transition will always require approval.

  4. Fill in the fields:
    Field

    Data Type

    		Description
    Name

    Text

    		Insert a name for the approval trigger.
    Display Name

    Text

    		Insert the name that will be displayed in the UI.
    Entity Buisness Workflow Rule

    Lookup

    		Select the Business Condition.
    Required Evaluation Value

    Option set

    		Select from the list:
    • True
    • False.
  5. Click the Save and reload button. Repeat the process for any additional approvals you wish to add.