You can configure the Approval activity so that the approver will be requested to supply certain properties of the object when performing the approval task. Suppose the creation of a user is submitted for approval. The approver may be requested to supply certain properties of the user in addition to the the properties specified in the creation request. Thus, you may configure the Approval activity to prompt the approver to specify the mailbox database for the mailbox of the user to be created.
To configure request for additional information
When performing the approval task, the approver will be prompted to supply or change the properties presented in that list. The approver can provide the requested information in the Approval section of the Web Interface, under the Supply or change the following properties heading on the Object Properties tab of the Approval Task page. The tab also displays an instruction specified by the Approval activity. You can view or change the instruction text on the Request for information tab in the Properties dialog box for the Approval activity, under the Show this instruction to the approver heading.
You can configure the Approval activity so that the approver will be requested to review the object properties submitted for approval. One more option is to allow the approver to make changes to those properties.
To configure request for review
When the Show the original request to the approver check box is selected, the Object Properties tab of the Approval Task page in the Approval section of the Web Interface displays the object properties submitted for approval. The property values are shown read-only in the area under the Review the properties submitted for approval heading. You can configure the Approval activity to allow the approver to change those property values by selecting the Allow the approver to modify the original request check box. If you do not want the approver to view the properties submitted for approval, clear the Show the original request to the approver check box.
You can configure the Approval activity to specify how the approval tasks created by that activity are to be identified in the Approval section of the Web Interface. The Approval section contains a list of approval tasks, with each task identified by a header that provides basic information about the task, including the title of the task and information about the target object of the operation that is subject to approval. The title of the task is located in the middle of the task’s header. The properties that identify the operation target object are displayed above the title of the task.
To change the title of the approval task
By default, the title is Approve operation.
To change the properties that identify the operation target object
By default, the list contains the Friendly Name property, which causes Active Roles to use the display name of the object. If the object does not have a display name, then Active Roles uses the name of the object.
By default, the approval task’s header provides summary information about the changes that are subject to approval, including the type of the changes and the reason for the changes. You can configure the header not to display that information by clearing the Display the operation summary in the task header area check box.
Changes to the configuration of the task’s header have an effect on the tasks created by the Approval activity after the changes were made, and don’t affect the tasks created earlier.
You can configure the Approval activity to specify the actions the approver can take on the approval task. On the pages for performing the approval task, in the Approval section of the Web Interface, the task header contains the action buttons that are intended to apply the appropriate resolution to the task, such as Approve or Reject. The action buttons are located at the bottom of the header area. Which buttons are displayed depends upon configuration of the Approval activity.
To rename or hide an action button
You can restore the action button in the Web Interface by selecting the Is visible on the pages for performing the approval task check box. Note that this option is unavailable for the Escalate or Delegate action type. The Web Interface displays the Escalate or Delegate button if the Approval activity allows the approver to escalate or reassign (delegate) the approval task, respectively.
Action buttons appear on the pages for performing the approval task. Each button applies a certain action to the task. You can add buttons to create custom actions. Clicking a custom action button allows (Complete action type) or denies (Reject action type) the operation that is subject to approval. If-Else activities can refer to a custom action button by title and elect the appropriate branch of the workflow when the approver clicks that button.
To add a custom action button
This name will appear on the action button in the Web Interface
When applied to an approval task, the button of the Complete action type causes the workflow to continue, allowing the operation that is subject to approval; the button of the Reject action type will deny the operation.
When you add a custom action button, you may want to supply an instruction explaining the meaning and purpose of the custom action. You can type the text of the instruction in the Show this instruction for action buttons box in the Customize action buttons area on the Customization tab in the Properties dialog box for the Approval activity. The approver will see that text above the action buttons on the pages for performing the approval task in the Web Interface.
To complete an approval task, the approver normally has to fill in a confirmation dialog box. You can configure the Approval activity to prevent the confirmation dialog box from appearing: Select the Suppress the confirmation dialog upon completion of approval task check box in the Customize action buttons area on the Customization tab in the Properties dialog box for the Approval activity.