Approval Step

The Approval Step is a specialized step designed to introduce a layer of validation and control within a workflow. It is particularly useful for business-critical operations that require administrative oversight, such as deleting an invoice, approving a refund, or creating an order with a large discount. By incorporating an approval mechanism, organizations can ensure compliance with governance policies and mitigate risks associated with sensitive actions.

Key Fields and Functionalities

1. Approval Flow

   • This field allows you to select the predefined approval flow that governs the step.

   • Approval flows are configured in the Governance App, where administrators can define the rules, approvers, and conditions for the approval process.

2. Person Key

   • The Person Key field is used to specify the individual responsible for approving the step.

How It Works

1. When the workflow reaches the Approval Step, it pauses execution and triggers the selected approval flow.

2. The approver(s) defined in the Person Key field are notified and must take action (approve or reject).

3. The result of the approval process is stored in the output variable, which can then be used in subsequent steps to determine the workflow's next actions. For example:

   • If approved, the workflow proceeds to the next step.

   • If rejected, the workflow can terminate, or take an alternative path.

Example Use Cases

• Invoice Deletion: Before deleting an invoice, the tool pauses execution and requires approval from a finance administrator.

• Large Discount Orders: Orders with discounts exceeding a certain threshold are flagged for approval by a sales manager.

• Refund Processing: Refund requests above a specific amount are routed to a senior manager for validation.