Prerequisite
Procedure
- On the workflow chart, select the plus (+) icon.
- In the Workflow action dialog box, select Approval.
- From the Approver list, select who you want to approve the task.
If the approver you want to assign this approval to isn't available in the list, you can add a retrieve information workflow action before this workflow action.
- In the Title and Notes boxes, type in the title and body of your notification message. You can use the expression builder to add dynamic content. For example, to add a field, type "@" and select a property from the list. To add a function, type "#" and select one from the list. See our knowledge base article on the expression builder.
- Under the Task actions section:
- If you want to add a context menu to your task so that your user can perform additional actions, select the Include secondary actions option. For each task action:
- In the Title box, type in the text you want to appear on the button.
- From the Type of action list, select the action you want:
You can enter a page instance property that contains the page's object ID for the Open page option. The field is required or not, depending on whether the page requires it or not.
- To add a link that opens a page from your Applaud tenant in the same browser tab, select the Open page - regular option.
- To select a page from your Applaud tenant and open it in a dialog box, select the Open page - modal option.
- To enter the website address of an external site and open it in the same browser tab, select the URL - same tab option.
- To enter the website address of an external site and open it in a new browser tab, select the URL - new tab option.
You can enter either a static URL or a dynamic URL property available in the workflow.
- Depending on the Type of action you selected, from the Target list, select a page from your Applaud tenant, or in the box, type in the website URL address.
- From the Icon list, select the icon you want to represent your action.
- From the Color picker, select the color you want your action label to be.
- From the Weight list, select if you want your action to appear "Normal" or "Light."
- If you want your users to be able to filter by task type, under the Task type section:
You can view and manage all your task types by selecting the Manage existing task types here.
- When you select the Choose an existing task type option from the Task type list, select the type you want.
- If you don't see an existing suitable task type, select the Create a new task type option.
- In the Title box, type in a suitable label for your task type.
- The Internal name of new type box updates to what you typed in the Title box, but you can amend this.
- From the Icon of new type list, select the icon you want to represent your task type.
- If you want to add a context menu to your task so that your user can perform additional actions, select the Include secondary actions option. For each task action:
- Under the Due date and reminder section, if you want to add a date when the task is due, select the Due date option.
- If you want the task to be due now, under the Due section, select the Immediately option.
- If you want to set when the task is due, select the A set number of days after creation option.
- In the Days from task creation box, type in the number of days you want.
- You can also set a specific time. In the At time box, type in when you want the task to be due.
- If you want to remind the user of when the task is due, select the Set reminder option.
- From the Reminder on list, select when you want to remind the user.
- Select ADD.