Send to Approval

The Send to Approval tool includes the step of submitting the incoming flow for approval. When this flow element is used, two separate notifications are presented to the user. A notification is sent to the notification drawer on the client screen, and a notification e-mail is sent to the e-mail address of the user who will go for approval. 

Send to Approval icon in Flow Tools

How it looks on canvas

Notes

This control has two links so that the process can take shape when the approval is granted at the end of this step and the incoming flow is rejected.

A link is sent to the user in an e-mail. The user can view the details of the registration by going to the form page where the flow is started via this link. 

In order for the link to be sent via the correct url, some definitions must be made from the Client interface. Switching to the Administration Panel from the Client screen and opening the Settings menu, the Client Url field should be filled.  The definition example is as follows.

Properties

Text: The text that appears on the screen is written here.

File Format: The format of the attached file to be sent with Mail is selected.

File Name: The name of the attached file to be sent by mail is either written or found with a SQL query. The name of the output design can be written directly.

Description: The section where user tasks are listed where the text information of the relevant approval process is specified with the SQL query.

Subject: The main topic is written directly or found with the SQL query.

Send Attached File: This field specifies whether to send the attached file with the mail.

Link Text: The text of the confirmation link to be added to the mail content is written.

Make Mobile Notification: Mobile notification can be turned on and off.

Make Sms Notification: SMS notification can be turned on and off.

Notification Message: The content of the information to be made is determined.

Re-Notification Tap (Min.): If no action is taken on the task form, the number of minutes after which the information will be re-notify is entered.

Number of Information: The number of times to be notified is entered.

Routing to the following user when the number of informations is exceeded: When the number entered in the notification number is exceeded, it redirects the task form to the selected users.

User Actions: It is the section where the users to whom the approval will be sent. This can be chosen from Find User control.

E-Mail Content: Mail content is written.

Example Used

This flow control can be used after creating a document. The users can be chosen from the User Actions property in the control. Then, two End control is created. (You can also choose  users with Find User control)

This control makes it sends to approve the recorded data to users.

Flow screen

The users can be chosen from User Actions property in the control because of the Find User control is not in the flow.

When the User Actions button is clicked, the following screen appears.

The control’s User Actions property