Created on 08 February 2021
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approval-widget

Approval Widget

Stable version 1.0.4 (Compatible with OutSystems 11)
Uploaded on 08 March 2021 by 
approval-widget

Approval Widget

Documentation
1.0.4


Approval widget provides the ability to add an approval process to any application.  Let's imagine that you have a change management application in which you need to provide designated users the ability to Approve or Reject change requests.  In order to link each Change request record with the Approval Widget an Approval Master record is created with the EntityId  or your app and the change request record identifier.  See image below.



How to configure with your application:


  1. Reference widget components thru Manage Dependencies menu in Service Studio

  1. Add Approver role to users that need to be available to approve or reject.  
  2. Add ApprovalWidget UI block to any detail screen within your application and configure input parameters.  
  3. When ready to start approval process within your app just call CreateApprovalMasterRecord passing the EntityId of your entity (LinkedEntityId parameter)  and the record identifier (LinkedRecordIdentifer parameter) of the actual record being tracked (see below ERD).  As the approval widget does not have a notion of your entity record identifier you need to use the IdentifierToInteger() function when passing the record ID in the server action.  The widget includes a client and a server action to get the EntityId passing the Entity Name. 

   4.  Once CreateApprovalMasterRecord is executed refresh screen for widget to show (only shows when there is an Approval Master record)

   5. Add Approvers to the Approver's List and when ready to allow users to vote click on Start Voting

   6. Login and cast your vote. 

Configuring Approval SLA:

  1. By default, the time that a user has to Approve or Reject is 3 days.  
  2. You can change this value by going into the Business Rules page (requires SuperUser or Administrator role)
  3. From any page where you have the widget click on the RULES button


4. Enter the value for the SLA (in days) and click SAVE

5. You can approve or reject changes by clicking on the VOTE button in the widget or by clicking on the APPROVE or REJECT links from the email notification sent (if enabled in business rules)


Support options
This asset is not supported by OutSystems. You may use the discussion forums to leave suggestions or obtain best-effort support from the community, including from  who created this asset.
Dependencies
Approval Widget has no dependencies.