Portal Approval Structure
In the previous article we have seen how to view an approval request inside the User Portal.
In this article we are going to explain the structure of the approval request.
After opening your Deepser user portal at “My Approvals” section, the following screen will open:
The Approval structure contains fields in read only mode that express:
| Name | Description | Note |
| Model Alias | represent the model from which the approval process stars | In our example, your supervisor has created a ticket (or Operation) from which an approval process started. |
| Title | represents the name of our approval process | |
| Due Date | represent the expiration date during which the approval process must be approved or refused | |
| Status | represents the condition of the approval process |
Inside the “Approval items” section is shown a grid with the Empowered end user or Backend user responsible for accept or refuse the approval workflows.
Inside the “Related Model Form” section is shown the recap of the Deepser entity linked to the approval process. In our example is shown the Operation or “ticket” that has triggered the approval process.
Therefore, the Empowered End User or Backend user can read the Title, the Category, the Status, the Assigned Group and the Description of the ticket related to the approval process.
After doing that, the EEU or Backend user can simply Approve or Reject the approval process, respectively with the Green or Red Button located at the top right.
Approval Usage
Approval by email
After correctly configuring the flow and email event (click here for more details), you will be able to approve a request by email, by directly clicking on the ‘approve’ button. You can also go to the approval and have more information about it, by clicking on the ‘go to approval’ link.
After clicking on the “Approve” button, you will be redirected to this success page.
Approval from User Portal
To approve an approval request from User Portal, you have to go to users menu and click on “My Approvals”.
After that you will have access to all approvals grid, that are assigned to you. You will be able to approve or reject all the approvals that have waiting status.
After clicking on an approval row on the grid, you will be redirected to approval formtemplate. You can approve or reject the request by clicking on the top right buttons.
After finishing the approval process, you will only be allowed to add notes to the approval and not change its status.
Note: Approvals are only available to empowered users. For more information, refer to the dedicated article here.
