* New for 9.5 *
The Approval wizard guides you through the process of adding
a User 2.0 operation for a document review and approval process.
(See
Document review and approval processes
.)
Upon completion, the wizard adds a configured Assign Task or
Assign Multiple Tasks operation (
User 2.0
service) to the process map. For serial reviews, a Set Value
operation is added to the process map. Properties for the User 2.0 operation
are set based on the options selected in the wizard. The wizard
also creates all variables for the operation, which include:
-
A
xml
variable
to store the data that is merged with the form.
-
A
document
variable
to store the document that is sent for review and approval, which
can be a PDF document or a form.
-
A
Task Result
output variable to access the results of the User
2.0 operation. (See
Assessing review and approval results
.)
After the wizard completes, you can add variables, start points,
and operations to complete your process map.
Create a process using the Approval wizard
Drag the Approval wizard icon
from
the Activity toolbar to the process diagram.
The Approval wizard provides the following options to configure
the task:
-
Select A Form For Approval:
-
You can choose to use a document variable or an existing
form and its data to merge. The option you choose displays the form
or PDF document to the user. (See
Assets for capturing and presenting data
.)
-
Task Instruction:
-
Provide instructions to the user to complete the task. You
can provide information that sets the context for the review and
approval. For example, you provide instructions that describe when
to click the Accept or Decline button. (See
Providing task instructions
.)
-
How Do You Want To Route Your Approval:
-
You can choose to send the approval to multiple users sequentially
(Route In Sequence) or at the same time (Route In Parallel). (See
Document review and approval processes
.)
-
Who Will Be Assigned To This Task:
-
Selects the users to assign the task. You can select users
& groups or a user list. (See
Creating and changing user lists
.)
When you select a group,
you can choose to assign the task to the group queue or each user
in the group. When you assign the task to all users in a group,
the task completes when one user completes the task. You can choose
to allow out of office for the user or group.
-
Specify Custom Names For Actions:
-
You can provide custom names for the buttons displayed to
users. If you do not provide a name for custom actions, the default
Complete button is displayed to the user. (See
Providing actions for submitting tasks
.)
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