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 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
The SQL filter is displayed
for informational purposes. Changes in
this window will be ignored.
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.
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.
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.
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
We use the double equal == here because this is C# syntax.
The end event has no settings.
Copyright (c) 2006-2016 SplendidCRM Software, Inc. All Rights Reserved.