AX1340

Approval Process Step

The Approval Process Step is intended to be used for steps where you need the explicit approval of a user in order to move forward with the process.

Process behavior

When the Approval Process Step is the active step, the step owner has the following options:

• Approve the process so that it will move to the next step.
• Reject the process so that it will return to the prior step.

The Approval Process Step is the only step type that supports moving the process either forward or backward; all other steps only have the option to move forward when completed.

Step-specific settings

Approval Process Steps in general processes do not have any unique step settings. Only the general step settings apply.

Restrictions

Approval Process Steps cannot be sub-steps of a Parallel Subprocess step. Because the sub-steps of a parallel subprocess can be completed in any order, an approval or a rejection would not make sense in this context. If you want to approve the steps in a parallel subprocess, then the next step after the parallel subprocess should be an approval step. In this case, note that if the assigned user rejects the process to return to the prior step, the entire parallel subprocess will be "reopened" and made active again.

If you want to enable parallel approval steps (approvals that can occur concurrently instead of sequentially), then you can use the special Multiple Approvals Process Step. This step works like a parallel subprocess, however, it is specially designed to handle approval steps only. For more information, see Multiple Approvals Process Step.