Create Approval Groups
An approval group is a set of specific users that can act on workflow tasks. You can set up approval rules so that tasks can get routed to an approval group. An approval group can contain other approval groups.
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When a task is assigned to an approval group in a parallel participant, someone in the group can claim the task and act on it. When the task is claimed, no one else in the group can act on it. But if the person who claimed the task releases it, then someone else from the group can claim it.
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If it's a serial participant instead, the task is routed to each member of the approval group in sequence, so everyone must act on it.
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There are two types of groups in workflow. One is the approval groups we are talking about here that you can use in task configurations to define routing. The other is LDAP groups that are available for users to select when they delegate or reassign tasks, but it's not recommended for them to use LDAP groups.
There aren't any predefined approval groups, so it's up to you if you want to create any. Here's how you go about it:
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In the Setup and Maintenance work area, go to the Manage Approval Groups task in the Application Extensions functional area.
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In BPM Worklist, on the Approval Groups tab, click the Create Approval Group icon in the Groups toolbar.
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On the Details page, enter the group name.
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In the Members section, click the Add Member icon.
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In the Add to Group dialog box, select User or Approval Group, depending on what you want to add to your group.
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Find and select the specific user or group, and click OK.
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Add more members, and edit or delete any if you need to.
Note: For approval groups that you plan to use in serial participants, add members in the order that you want tasks to get assigned. If you add User 1, User 2, and then User 3, the task is first assigned to User 1, then User 2, and finally User 3. -
Click Save.