Introduction

To get started, go to Self Service > Approval Workflows.

Create or manage an approval workflow

Select the Create button on the Approval Workflows overview screen. Or, select an Edit link to manage an existing workflow.

General tab

The workflow's General tab contains the following fields:

• Name
  The name of the new workflow.
• Enabled
  Enabled workflows are available for use in Self Service products. Disabled workflows are not.
• Default
  Set your new workflow as the default workflow which all new products will have pre-selected. Note that only one workflow at a time may be selected as the default, so when you enable this toggle, the current default workflow will be un-defaulted.
• Send Default Emails
  When enabled and a user requests a product with this approval workflow, HelloID sends a product request email notification to the specified approvers on the Approval tab according to the configured Approval Order and other options. Only one email is sent to each approver, unless you have allowed manual reminder emails on the Reminder tab. Disabling this option is useful if you instead plan to create your own email actions inside a product.
• Hide Email Approve Buttons
  By default, approval emails contain Approve and Deny buttons in the email body. Enable this toggle to hide these buttons.

Approval tab

On the Approval tab, configure how the request for a Self Service product is routed and approved. You are given the following options:

• Specify Approvers
  A list of users or groups to whom a request will be sent for approval. More information is provided below in the Specify Approvers section.
• Approval Order
  The order in which approval requests are sent and handled. More information is provided below in the Approval Order section.
• Show Anticipated Approvers
  When this toggle is enabled, end users will see a Next Approvers section when requesting a product using the Open button on the Self Service Products tab of the end user dashboard. This section shows who will be required to approve the request. Note that approvers are listed in order from left to right, if the workflow's approval order is set to All users must approve in sequence.
  
• Requesting User Should Approve
  If the requesting user is themselves on the approvers list for the product they've requested, require the user to submit their own approval.
• Approve Comment Required
  Require users approving a request to write a comment as part of their approval.
• Deny Comment Required
  Require users denying a request to write a comment as part of their denial.
• Automatic Action Enabled
  Configure a request to be automatically approved or denied if a given time period passes without a sufficient approver response as required by the workflow.

Specify Approvers

• Disabled: Product requests will be approved immediately, unless the Automatic Action Enabled toggle is enabled, in which case product approvals depend on that setting instead.
• Enabled: Product requests will be sent to users in the specified user scope filter.

Approval Order

You may configure the order in which approvers receive notice and must submit their approval. You have the following options:

• All users must approve
  Every user on the approvers list must submit their approval to grant the request, but in no particular order.
• All users must approve in sequence
  Every user on the approvers list must submit their approval to grant the request, in the order specified in the list. You may rearrange the approvers by dragging-and-dropping them in the list.
  
• Any user must approve
  Only a single approver must submit their approval in order to grant the request.

Reminder tab

Turn on the Reminder Enabled toggle to show a Send Reminder button on the requesting user's My Products overview on the end user dashboard. This allows the requesting user to send reminder emails to the workflow's specified approvers. The Reminder Timeout specifies how often the user can send a reminder email.

Finish up

Select the Save button. Your new workflow is visible on the Approval Workflows overview, and is also available in the Workflow dropdown when creating or editing a Self Service product. Learn more about Self Service products here.