Approval workflow settings reference
General tab (approval workflows)
- Name
The name of the approval workflow.
- Enabled
Enabled approval workflows are available to assign to Products. Disabled approval workflows are not. (If a workflow has already been assigned to one or more products and is subsequently disabled, it will continue to work for those products even while disabled.)
- Default
The current default approval workflow is un-defaulted, and this approval workflow will be selected by default for all new products.
- Send Default Emails
HelloID will send an email to each designated responder when Product request notifications are sent. Only one email is sent per specified approver (unless you have allowed manual reminder emails on the Reminder tab (approval workflows)).
Additionally, if a product has a time limit enabled, this setting will cause HelloID to send two additional reminder emails related to the time limit. See Set a time limit.
Tip
Disable this toggle if you instead plan to create your own email actions using Product tasks.
- Hide Email Approve Buttons
Hide the Approve and Deny buttons in product request email notifications, so approvers are required to click through to the HelloID portal to approve product requests.
- Notify The Requester
HelloID will send an email to the requesting user when the product request is approved or denied. If the request was submitted on behalf of a user by a manager, the manager will also receive a copy of this email.
Approval tab (approval workflows)
- Specify Approvers
The Users and/or Groups who will be the Designated responders for Product requests for this product.
- Approval Order
The requirements & order in which the designated responders must approve product requests.
- Show Anticipated Approvers
Display the Approval Workflow tab when a user requests a product (see Products for users), where the requesting user can view a list of approvals required for their product request.
When disabled, the Approval Workflow tab is hidden.
- Requesting User Should Approve
If the requesting user is a designated responder, require the user to approve their own product request.
- Approve Comment Required
Require designated responders to write a comment when they approve a product request.
- Deny Comment Required
Require designated responders to write a comment when they deny a product request.
- Automatic Action Enabled
Automatically approve or deny a product request if a given duration passes without a sufficient response by designated responders according to the Approval Order.
Reminder tab (approval workflows)
- Reminder Enabled
Show a Send Reminder button to users when they View products and requests. This allows the requesting user to send reminder emails to the workflow's Designated responders.
- Reminder Timeout
How frequently the requesting user can send a reminder email.
Products tab (approval workflows)
A list of Products currently configured with this approval workflow.