Approval Sample

Approval

Creating an approval process is very simple. You create a starting element, add the user task for approval, then you can decide if you want to send an email announcing the event.

Step 1 – Drag the Start Event to the diagram

The name is optional, but it is useful to specify the module. In this case, the Accounts module has been selected and both new and existing records will be processed.

For the module filter, the Account Type is equal to Partner and the Account Type changed filter has been included.

The SQL filter is displayed for informational purposes. Changes in this window will be ignored.

Step 2 – Drag the User Task to the diagram, and connect

The Approval Variable Name can be any name. It is an approval response, so it makes sense to give it that name. The name will be used in the SequenceFlow out of the gateway.

The User Task Type has been set to Approve/Reject and the User Assignment is set to Self-Service Team. This means that anyone on the Managers team can claim the record and approve or reject it.

Step 3 – Drag the Exclusive Gateway to the diagram, and connect

There are no settings on the gateway. Instead, the settings are on the paths out. With an Exclusive Gateway, you can have many outputs, with one being the default. The default path out has no filter expression.

Step 4 – Drag the End Message Event to the diagram<

The message type has been set to Notification as we do not need to save this email in the CRM.

The source type is Normal message so that we can specify the subject and message template here, instead of having to create a message template.

In the Recipients list, Managers were added so that all managers will get the notice.

Step 5 – Connect the gateway to the end message and specify the filter

The filter that we will specify will be the variable name we created above and the value “Approve”. There are only two possible values, Approve and Reject and in this case we want to send an email for the approve path.

We use the double equal == here because this is C# syntax.

Step 6 – Drag the End Event to the diagram, and connect

The end event has no settings.