After you add an activity, use this subtask to edit information of the activity or to add conditions/updates to the activity.
This subtask is visible and enabled only if the step selected in the
Approval Steps table window is an
Activity.
Actors
| Field | Description |
|---|
| Activity Name
|
This field displays the name of the activity as entered on the Add Step subtask, but you can modify it. It is recommended that you enter a name that best describes the activity.
|
| Required
|
This check box displays only if the activity selected in the
Approval Steps table window is an
Option. Select this check box to indicate that this activity is required in the approval workflow execution.
|
| If you do not select this check box, the activity is optional, and it will be automatically approved if any other activity in the group is approved by the corresponding role user. If all activities inside a group are not required, the group itself is still required, and at least one of the nonrequired options must be approved.
|
Application Screen
| Field | Description |
|---|
| Screen Name
|
By default, this field displays the screen name entered and is designated as the start screen on the Application Screens subtask. If you have linked multiple application screens to the workflow model, use this field to select the specific screen you want to associate with this activity.
|
Activity
| Field | Description |
|---|
| Role
|
Enter, or click
 to select, the role permitted to execute this activity. The lookup includes all roles that exist on the Approval Roles screen.
|
| Notify
|
Select this check box to notify the
Role members through email when it is time to complete this activity within the workflow.
|
| Escalate to Role
|
Enter, or click
to select, the role who must complete this activity when this activity exceeds the estimated number of hours.
|
| Notify
|
Select this check box to notify the
Escalate to Role members through email when this activity exceeds the estimated time specified in the
Expected Duration (Hours) and
Additional Time Allowed (Hours) fields.
|
Assigned Time
| Field | Description |
|---|
| Expected Duration (Hours)
|
Enter an estimated number of hours up to which it takes to complete this activity. For example, enter a value of
1.5 for an expected duration of one hour and 30 minutes.
|
| If you enter
0.00, an infinite time is permitted for activity completion. If this expected duration expires, a notification is sent to the original approver that you have X hours to approve.
|
| Additional Time Allowed (Hours)
|
Enter an estimated number of additional hours, if any, that is allowed to complete this activity. For example, enter a value of
1.5 for an expected duration of one hour and 30 minutes.
|
| If you enter
0.00 or if the expected time expires, the activity is escalated to the
Escalate to Role members. The Escalation has no time limits.
|
Instructions
Enter specific instructions on how to complete this activity. The text you enter here will be included in the approval dialog and notification email message.
Subtasks
| Subtask
|
Description
|
| Conditions
|
Click this link to open the Conditions subtask and set conditions for this activity.
|
| Updates
|
Click this link to open the Updates subtask and identify the entity fields that must be updated, and what their updated values should be, when this activity is completed.
|