Regular Approval

Introduction

Feature(s)

If you select Regular Approval, you can set approvers for each node. Then the workflow will flow to the corresponding approvers for handling.

Application Scenario(s)

In the following scenarios, you can select Regular Approval to determine the approver accurately:

Preview

For example, in a vehicle application workflow, you set Approver A, Approver B, and Approver C at the Manager, Financial Department, and the Administration Department nodes, respectively. After you submit an application, the application will flow to different approvers for handling.

Setting Procedure

Where to Set

Select a task node, go to Node Properties > Basic > Node Approver, select Regular Approval, and choose approvers.

Setting Approvers

In Dept. & Member List, set Dept., Roles, Members, and Auto-assign (including Workflow Initiator, Member Field, Dept. Field, and Head).

The followings are the differences among different approvers:

1. Department

Tick a department and click OK. Then all the members in it will become approvers.

Note:

If you tick a department, you select the immediate members of the department instead of those from its sub-departments.

If you also want to select the sub-departments, tick Contain supervised departments dynamically.

For example, if you want to select Department A and its sub-departments, tick Department A and Contain supervised departments dynamically. Then its sub-departments will be selected automatically.

2. Roles

Select a role, under which all the members will be the approvers.

For details, see Role.

3. Members

Select one or more members to be the approver(s).

4. Auto-assign

If you select Auto-assign, the approver will not be fixed. There are four options:

For details, see Auto-assign.