5.1.1.4 Action

• Access Action Tab: Click on the Action tab on the configuration window.
• Set Group Approvals and Routing Policy: To configure the Group Approvals and Routing Policy, click the Group Approval button.
• Select the Voting Policy depending on the selected Routing Policy.
• The available routing policies are Parallel and Sequential.
• Add Options: Click the + icon to open the available options for configuring the policy. These options include:
  • Task Details: Allows you to define the tasks and parameters related to the group approval. To select an appropriate Condition, refer to the Application Rule section for more information.
  • Expiry: Lets you set an expiration date for the task or approval.
  • Escalation: Provides the option to escalate the task if it is not completed within a certain timeframe.
  • Email: Option to send emails regarding the task, such as notifications or updates.
  • Reminder: Allows you to set a reminder for follow-ups or pending actions.