Approval Step
Here, a specific person checks the details and decides if they agree (approve) or disagree (reject). It's a way to get a clear decision in your workflow.
In approval step editor, the Input Field allows you to assign a name to your step. Providing a meaningful name is important for clarity and organization, enabling you to easily recognize and understand the purpose of each step within your workflow.
![](assets/img/ProcessSteps/ApprovalStep/InitialApprovalEditor.png)
Assignment
This section provides information about the assignment in your project.
Assignment Options
![](assets/img/ProcessSteps/InputStep/SelectAssignmentSource.png)
The assignment process begins with a dropdown menu offering various options for document assignment. The options include:
- User: Choose this option to assign the document directly to a specific user. After selecting this option, a text field labeled "Type Name" will appear. Enter the username of the user to whom the document will be assigned.
- Field: If you select this option, an additional field labeled User Field will be displayed. Choose the user field from the form fields to whom the document will be assigned.
- Group: Use the "Select Group" dropdown to choose the group to which the document will be assigned.
- Inititiator: Assign Document automatically to the user who create this document.
- Inititiator Manager: Assign Document automatically to the manager of user who create this document.
- Step Executor: Once you've chosen the step, the document will be assigned to the executor of that step.
- Executor Manager: Once you've chosen the step, the document will be assigned to the manager of the executor of that step.
- Expression: if you want to define a custom expression for getting user and assigned to that user.
If you need to select assignees from a custom source, you can do so by opening the Select Assignees from custom source panel. This feature supports two sources: Users and Datasets.
![](assets/img/ProcessSteps/InputStep/CustomAssigneeSource.png)
From Users:
Clicking on the Add Condition button reveals a dropdown. This Dropdown is showing all the Fields of User.
![](assets/img/ProcessSteps/InputStep/UserFields.png)
After selecting Field, you encounter two more drop-downs. The first one lets you choose the Condition, specifying how you want to filter the data. The second drop-down determines where the system should check this condition—whether by comparing Values directly, referencing another Field, or using a custom Expression.
In the second drop-down for conditions, your choices are dynamically tailored to the type of the selected field.
For instance, if the field is of Integer Type, you might see conditions like:
- Equal To: Matches values that are exactly equal.
- Not Equal To: Filters out values that are not equal.
- Greater Than: Selects values greater than the specified number.
- Greater Than or Equal To: Includes values greater than or equal to the specified number.
- Less Than: Chooses values less than the specified number.
- Less Than or Equal To: Includes values less than or equal to the specified number.
![](assets/img/ProcessSteps/InputStep/NumConditions.png)
If the field is of Text Type, you might see conditions like:
- Equal To: Matches values that are exactly equal.
- Not Equal To: Filters out values that are not equal.
- Contain: Includes values that contain a specific sequence of characters.
- Not Contain: Excludes values that contain a specific sequence of characters.
- Starts With: Filters values that start with a specific sequence of characters.
- Ends With: Filters values that end with a specific sequence of characters.
![](assets/img/ProcessSteps/InputStep/TextCondition.png)
In the third drop-down, you decide where the system should check the selected condition:
- Value: If you choose this option, an input field appears, allowing you to enter a specific value
against which the condition will be evaluated.
- Field: Select this option to compare the condition against another field within the dataset.
Selecting this option displays fields of the same type as the initially chosen field in the filter.
- Expression: If you want to define a custom expression for condition evaluation.
This allows for advanced and dynamic condition setups.
From Datasets:
If you choose to assign the document based on a dataset, you will encounter two dropdowns for configuration:
![](assets/img/ProcessSteps/InputStep/FromDataset.png)
- Dataset: Choose the dataset from which you want to select assignees. This dropdown displays all available Datasets.
- User Field: After choosing the dataset, Here it will the User Field of the selected Dataset.
Note: For conditions see From User section
In the Multi-Assignment section de, you can specify how the document is assigned when there are multiple assignees. Choose an option from the dropdown:
![](assets/img/ProcessSteps/InputStep/MultiAssignment.png)
- All Assignees: Assign the document to all selected assignees.
- Least Loaded: Assign the document to the least loaded assignee, distributing tasks evenly.
- Round Robin: Assign the document to assignees one after another in a cyclical manner.
In the Respnse Requirement dropdown, you can specify how many assignees need to respond to the document. Choose an option that suits your needs:
![](assets/img/ProcessSteps/InputStep/ResponseReq.png)
- One Assignee: Require a response from just one of the assigned individuals.
- All Assignees: Mandate responses from all selected assignees.
- % of Assignees: Set a percentage, and responses from that portion of assignees will be required.
- No. of Assignees: Specify the exact number of assignees from whom responses are needed.
Deadline/SLA
The Deadline refers to the specified timeframe within which a document must be completed or a response is required. It is a crucial aspect of task management, ensuring timely execution and contributing to the overall success of the project.
![](assets/img/ProcessSteps/InputStep/InitialDeadline.png)
When setting a deadline for the document, you can choose from options like Days, Hours or None
![](assets/img/ProcessSteps/InputStep/DeadlineOption.png)
- Hours: Set a deadline in terms of hours.
- Days: Set a deadline in terms of days.
- None: Allow flexibility in completion by choosing no specific deadline.
Setting a deadline will also provide an option to define what actions to take if the deadline is exceeded, ensuring a proactive response to delays. By default it set to Notify All Assignee
![](assets/img/ProcessSteps/InputStep/ExceedDeadline.png)
If the deadline is exceeded, you can choose from the following options:
![](assets/img/ProcessSteps/InputStep/ExceedOption.png)
- Notify User: Send a notification to the assigned user about the exceeded deadline.
- Notify Initiator: Inform the document initiator about the deadline exceedance.
- Notify All Assignees: Send notifications to all assignees of the document regarding the exceeded deadline.
- Transfer to Initiator: Transfer ownership of the document to the initiator in case of a deadline exceedance.
- Transfer to User: Transfer ownership to a specific user if the deadline is exceeded.
Additionally, you can add more Exceed Action using the plus icon button and delete options using the delete icon button.