How to approve a line of ApprovalRoute automatically (without manual operation)
I want to know how to automatically approve a ApprovalRoute's row without manual operations of AssignedTo operator when certain conditions are satisfied.
At the moment, my basic idea I am trying, is adding Decision(implements the condition) and Utility on Flow and calling Activity of automated approval processing from the Utility.
I thought to call "FinishAssignment" Activity, but I do not know what to pass as the parameters (especially mandatory parameters : "TaskStatus", "pyHarness"). Also, when I read the community article, I had impression that the entire Flow will end (I want to approve only one line)
I would appreciate, if you advise nice ways.
***Edited by Moderator: Pallavi to update platform capability tags***
***Edited by Moderator Marissa to update SR Details***
Pegasystems Inc.
FR
Hello,
I don't think I understand your business need correctly here. Can you add a screen shot or two in order to illustrate? What do you mean by "I want to approve only one line"?
Sorry
EY Advisory & Consulting Co., Ltd.
JP
Hello MarcLasserre_GCS,
Thank you for your reply.
I will attach a image file.
If it is not enough, please let me know.
Best regrds,
EY Advisory & Consulting Co., Ltd.
JP
I will explain it again.
Now I am designing a function of client requirement to skip the Approval if certain conditions are satisfied when the turn moves on the Approval row on the Approval Route.
The certain condition is that there are Approvals of the same Operator in the after steps on Approval Route. (= duplication of Approval)
Also, "Skip" is automatic approval, which status is displayed as "Skipped" on the Approval Route.
I am planning to implement this function by adding a Shape on the Flow.
I want to know how to implement Skipping by automatic Approval procesing without user's operation.
My questions are:
(1) Is "Assignment" shape suit for automatic approving purpose ?
I think the answer is "No", because the description says "User or external system executing task" in Help.
But if it is suit for this purpose, I want to know how to use it, with concrete setting values.
I will explain it again.
Now I am designing a function of client requirement to skip the Approval if certain conditions are satisfied when the turn moves on the Approval row on the Approval Route.
The certain condition is that there are Approvals of the same Operator in the after steps on Approval Route. (= duplication of Approval)
Also, "Skip" is automatic approval, which status is displayed as "Skipped" on the Approval Route.
I am planning to implement this function by adding a Shape on the Flow.
I want to know how to implement Skipping by automatic Approval procesing without user's operation.
My questions are:
(1) Is "Assignment" shape suit for automatic approving purpose ?
I think the answer is "No", because the description says "User or external system executing task" in Help.
But if it is suit for this purpose, I want to know how to use it, with concrete setting values.
(2) Which shape is suit for automatic approval processing ?
If "Assignment" is not suit for this purpose, my next question is which shape is suit for this purpose.
I reviewed the following Shapes, and I think that (a) "Utility" is suit for this purpose:
(a) "Utility"
(b) "Smart Shapes" > "Update a Case" : Using "Data Transform" ⇒ I feel it is difficult to process complex logic by Data Transform (and this shape)
(c) "Smart Shapes" > "Approval" : User executing task ⇒ I feel it does not match for automatic processing
(3) When using shape selected in (1) or (2), which data items should be updated (especially when implementing with "Utility" shape) ?
Best Regards,
