Rollbase Application Directory


The Approvals application installs sequential and parallel approval process capabilities into your account. Once installed, to enable approval capabilities for a given object, follow these steps:

1. First plan your approval process
2. Mark one or more users as "Approvers" (use the checkbox on the User edit page. If you don't see it, use the Page Editor to add that field to the User edit page).
3. Enable the "Workflow" attribute on your object.
4. Enable the "Approval" attribute on your object.
5. Create a Workflow Action for approving records. You will see a new type of action available when creating a Workflow Action that allows you to select: sequence of approvers, an email template (edit template as needed), and type of approval process (sequential or parallel).
6. Assign this new Workflow Action to one or more Workflow Statuses so users can start the approval process at appropriate stages in your workflow.

Now, as soon as a particular record is in the "Ready for Approval" status, users with sufficient approval permissions can invoke that action to start the approval process. This will trigger an email to the first user on the approvers list (or to all of them in the case of parallel approval process). Assigned approvers can then approve or reject the record.

Once all approvers approve a record it will be moved to  in "Approved" status. If any one of the approvers rejects the record, it will be moved intp the "Rejected" status. Meanwhile it will always stay in the "Approval in Progress" status until the process is completed. You can associate triggers and additional workflow capabilities with approval processes as necessary.

Average Rating No ratings
App Type Certified
Publisher Rollbase Inc.
Last Updated 04/29/2018 08:15 AM
Version 17

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Private Cloud users can download application XML and deploy it on their servers:
Application XML File app.xml (96 KB)
Below you will find the complete contents of this published application. Please feel free to review this application's components before installing it into your account.
  Dependent Objects
My Approvals
  String Tokens  
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