1.6.2.1.1.1.4 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.