Add a Group Approval

About this task

Icon for the Group Approval activity

Use the Group Approval activity where the workflow requires approvals from users of a SOTI Snap user group.

Procedure

In the Workflow Canvas, open the Project tab.
Select the Workflow dropdown. The Workflow Designer opens.
Open the Activities tab.
Drag the Group Approval workflow activity onto the Workflow Designer.
In the Properties panel, enter a name for the activity in the Display Text field. The name appears on the icon in the workflow.
In the App Approvers field, type the name of a group you would like to request approvals at this part of the workflow. When found, select the group name to add it to your list. You can also choose a Group List Widget you have created and use the widget's group. You can continue to add groups as required.

Note: The list of available groups flows from SOTI Identity and includes any integrated third-party identity providers (IDPs).

Select other Group Approval settings as required.


Number of Approvers	Select how many approvers SOTI Snap requires to approve an activity. Options are: All Approvers From Each Group Must Approve Specified Number Of Approvers From A Group Must Approve Note: You must enter the number of approvers required.
Advanced Permissions	Select how SOTI Snap behaves if one of the following scenarios occurs for the added group(s) chosen for the App Approvers field. If SOTI Snap detects that all the added group(s) does not have any users. If SOTI Snap can not detect all the added group(s). You can choose from the following behaviour: Assign to Another Group: SOTI Snap replaces the original assigned group(s) with a backup group you choose from the Search for groups drop-down menu. After you choose a group, the Number of Approvers field appears again for the chosen backup group. Auto Approval: SOTI Snap automatically approves the approval request. The workflow proceeds to the next Activity set by a Approved Group Approval. Auto Rejection: SOTI Snap automatically rejects the approval request. The workflow proceeds to the next Activity set by Rejected Group Approval.
Acknowledgement Settings	Select the following options if you wish to offer approvers with the option to add notes about their decision: Enable Approval Notes Enable Rejection Notes Enable Signature on Approval Enable Signature on Rejection Specify whether notes are Required or Optional for each enabled setting.
Send Back to Submitter	Select Allow 'Send Back To Submitter' Action if you want the approver to be able to revert the workflow to the submitter for correction and resubmission. If selected, you can also select Enable Notes to offer approvers with the option to add notes about their decision. If enabled, specify whether notes are Required or Optional.
Edit Settings	Select Allow Editing for Approver(s) if you wish to enable the approver to edit the request.

Select Save in the SOTI Snap banner to apply your changes.