Configuring the Approval shape

You can configure the Approval shape after you add it to a flow. By customizing the shape, you can define the conditions under which a case requires approval and who performs each approval.

1. Click a step in Case Designer that uses the Approval shape.

   You can also double-click the Approval shape in a flow; however, the Process Modeler uses labels that are different from the labels in the steps below.

2. Indicate how the approval step is routed at run time.

   To use the worklist of another user in your application:

   1. In the Approval flow type list, select Single level.

   2. Click Specific user.

   3. Select an option from the first list that is displayed to indicate how your application finds the specific user.

   4. Select an option from the second list that is displayed.

      This list is populated with either the names of users or user references, based on the selection you made in the first list.

   To use the worklist of the reporting manager, which is defined in the Reports to field on the Operator ID form of the user who is currently processing the case:

   1. In the Approval flow type list, select Single level.

   2. Click Specific user.

   3. Select Reporting Manager.

   To use a work queue that is processed by users with the same role:

   1. In the Approval flow type list, select Single level.

   2. Click Work queue.

   3. Select the name of a user role from the list that is displayed.

   To use a reporting structure:

   1. In the Approval flow type list, select Cascading.

   2. In the Approval based on list, select Reporting structure.

   3. In the Approval to be complete by list, select a manager who is the first person in the reporting structure to review the case.

   4. Expand the Approval Level section and click an option to indicate how many approvals are required for each case.

      Options include:

      • One — Only the manager specified in the Approval to be completed by field must approve the case.

      • All — The entire reporting structure, starting with the manager specified in the Approval to be completed by field, must approve the case.

      • Custom — A variable number of reviewers must approve the case, based on a list of when conditions.

   5. If the approval level is Custom, click Update custom levels and enter values in the When and Levels of approval fields.

      For example, you can require approval by two managers in the reporting structure when a purchase order exceeds $25,000.

   To use a list of reviewers:

   1. In the Approval based on list, select Authority matrix.

   2. Optional: Enter the name of a decision table in the Decision table for matrix field that returns a list of reviewers.

   3. In the Page list property field, enter the name of a page list that contains a list of reviewers.

      Tip: If you do not provide a value in the Decision table for matrix, ensure that this page list is populated by other means, such as an activity or data transform, before the case is processed.

   4. In the Approver property field, enter a single-value property that uniquely identifies the reviewers in the page list.

3. Click Submit.

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