Workflow : Workbench : Approve

Workflow : Workbench : Approve

1. Introduction

The Approve node in the Workflow module is designed to support approval-driven governance flows. It pauses workflow execution until the assigned approver reviews the selected dashboard and chooses Approve, Reject, or Investigate. The approver receives an email with a redirect link that opens the dashboard in View Mode for final decision-making.

2. Purpose

- Request dashboard approval from a designated approver.
- Redirect approver to the dashboard’s View Mode for informed decision-making.
- Record actions (Approve, Reject, Investigate) into workflow logs.
- Automatically update workflow status based on decision.
- Notify initiator (creator) of decision via email.

3. Location

Workflow → Workbench → Approve

4. Create Workflow Modal (Before Adding Approve Node)

Field

Description

Remarks

Workflow Name

Name of the workflow being created.

Mandatory field.

Description

Purpose or details of the workflow.

Optional.

Owner

User who will own this workflow.

Dropdown – creator can assign any owner.

Project

Project under which workflow is created.

Mandatory – must be selected.

 

 

 


5. Steps to Create a Workflow

1. Navigate to the Workflow module.
2. Click on 'Create Workflow'.
3. Fill the Create Workflow modal fields and select Owner (any user from dropdown).


4. Add Reader node to load required data.
5. Add transformation nodes as required.
6. Drag and drop the Approve node from Workbench category.
7. Connect Approve node to previous node.


8. Select Approver from dropdown.


9. Select dashboard that requires approval.

 

10. Configure approver details.
11. Save workflow.
12. Click Run to execute.

6. Approve Node – Property Pane Fields

Field

Description

Remarks

Task Name

Name of the approval task.

Editable.

Approver

User responsible for dashboard approval.

Any user can be selected from dropdown.

Time Limit

Approval deadline.

Used for reminders.

Remind Approver

Toggle reminder emails.

Optional.

Dashboard

Dashboard requiring approval.

Must belong to same project.

Priority

Approval request urgency.

High / Medium / Low.

CC

Additional recipients.

Optional.

BCC

Hidden recipients.

Optional.

Subject

Email subject.

Editable.

Email Body

Approval email message content.

Auto-filled with task & workflow details.

7. Execution Flow

1. User runs the workflow.
2. Approve node sends an approval email to the selected approver.
3. Approver clicks the email link → redirected to Dashboard View Mode.
4. Approver reviews dashboard.
5. Approver selects Approve / Reject / Investigate.
6. Decision is stored and workflow status is updated.

8. Decision Handling & Behavior

• APPROVE:
   - Workflow status becomes Completed.
   - Initiator receives approved email.

• REJECT:
   - Workflow status becomes Rejected.
   - Initiator receives rejection email.

• INVESTIGATE:
   - Approver is redirected to dashboard for deeper review.
   - Workflow remains in Waiting state until final approval or rejection.

9. Workflow Status Codes

• Completed – Approver approved.
• Waiting – Awaiting approver decision.
• Running – Approval request sent.
• Failure – Approver rejected request.
• Aborted – Workflow manually stopped.

10. Logs

Logs contain detailed information such as:
• Approver name
• Decision (Approve/Reject)
• Priority
• Timestamp (Start/End)
• Duration

 

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