New Approval Sheet

This activity generates a new document approval sheet. The activity is not displayed in Web Application. You have to connect it with the Approval activity using a label or a context variable of the Approval sheet type. When you use this activity, the list of approvers has to be defined in the Approval activity by a context variable or the swimlane, in which the activity is.

You should place this activity before a static or dynamic swimlane, since the approvers are selected from the swimlane users.

If you place this activity before a business role swimlane, you have to specify a context variable for creating the list of the approval task executors in the Approval activity settings.

Settings of the New Approval Sheet activity

To configure the activity, double click on it on the process graphic model. Activity settings page will open, which includes several tabs.

Common tab

This tab is similar to the Common tab of the Send for Approval activity.

Documents tab

This tab is similar to the Documents tab of the Send for Approval activity.

Advanced tab

Fig. 1 shows an example of this tab.

Fig. 1. New Approval Sheet activity. Advanced tab

Approval Type – this parameter allows selecting the approval type – serial or parallel.

Serial approval – document approval tasks are assigned one after another to each user in the order, they have been selected.

Parallel approval – document approval tasks are assigned to all the selected users at the same time.

To select an approval type, click Change Value in the Approval type unit (fig. 2).

Fig. 2. Selecting an approval type

The Approval Result unit is similar to the Approval Result unit on the Advanced tab of the Send for Approval activity.