Configure approval workflow properties

Configure approval workflow properties

Workflow Properties enables you to configure properties such as setting a name for the workflow, description about what it does, setting the criteria, record lock, recall request options, and selecting fields to view in the live application. To configure,

  1. Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows.
  2. Click the workflow name that you want to configure the properties. The approval configuration page will open.
  3. Click the Properties icon in the top right corner of the screen.
  4. The Workflow Properties window will slide in from the right. You can configure the following fields in this window.
    • Workflow Name

      This field lets you rename your workflow.
    • Run this process 

      The Run this process option is chosen as Always by default. This means the approval process is executed for every record added in the form. Alternatively, you can specify the which criteria the records should enter the approval process. The approval process will apply to the records that meet the criteria. To set the criteria, choose On Condition option and click Add Criteria icon. The criteria builder will open in a pop-up window.
    • Allow submitters to recall requests

      The Allow submitters to recall approval requests option is disabled by default. When you enable this setting, the users can cancel the requests/records submitted for approval.
    • Select fields to show in the live application

      All the fields in the form will be visible to the approver in the live application by default. Alternatively, you can choose the fields that you want the approver to see while approving a record. Click the Add icon to add the fields. The fields that you add in this section will be displayed to the approver while approving the record. 
  5. Click Save Settings.

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