Request Approval Event Setup

Configure Request Approval Event

To set up an event that requests approval:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the approval request.
3. Menu: Choose the menu where the form is located.
4. Window: Select the window within the menu.
5. Record Setup:
   • Field: Specify the field to be updated.
   • Default Value: Set the default value for the field.

Steps:

1. Alice Johnson is setting up a "Request Approval" event.
2. Enter the following details:
   • Title: Request Integration Approval
   • Description: Request approval for integration
3. Select:
   • Menu: Parameters And Unifications
   • Window: Third-Party Integrations
4. Set up the record with:
   • Field: Status
   • Default Value: Pending
5. Save the configuration.

Outcome: The Request Approval event will be configured to request approval for integration, with the record field Status set to Pending.

Validate Request Approval Configuration

To ensure the "Request Approval" event is configured correctly:

1. Action: Review the configured details.

Expected Outcome:

• Alice Johnson should see the configured values for:
  • Title
  • Description
  • Menu
  • Window
  • Record Setup:
    • Field
    • Default Value

Trigger Request Approval Event

To trigger the Request Approval event:

1. Action: Ensure the trigger conditions are met (e.g., record update or submission).

Expected Outcome:

• The system should:
  • Set the record field to the default value.
  • Request approval based on the event configuration.

Validate Approval Request

To verify that the approval request was processed correctly:

1. Action: Check the record details.

Expected Outcome:

• The record should have the field set to the default value.
• The approval request should be recorded in the system.