Approval Trigger Setup

Approval Triggers are used to automate the approval process within your system. This trigger can be linked to a table or window, where an action is performed to approve or reject a particular record or request.

Configuring the Approval Trigger

Configure New Approval Trigger for Table Kebab

To set up a new approval trigger for a table kebab menu:

1. Title: Enter a title for the trigger.
2. Description: Provide a description of the trigger.
3. Trigger Method: Select "Click Action."
4. Choose Location: Select "Table."
5. Source Tables/Windows: Select "Leave Management" from the dropdown.
6. Field Location: Choose "Kebab."

Steps:

1. Select the menu "Leave Management."
2. Select the form "Leave Request."
3. Enable the "Approval Block" option.
4. Save the configuration.

Outcome: The approval trigger will be added to the table kebab menu for the "Leave Request" form. Clicking on the action will trigger the approval process.

Configure Existing Approval Trigger for Table Toolbar

To configure an existing approval trigger for a table toolbar:

1. Title: Enter a title for the trigger.
2. Description: Provide a description of the trigger.
3. Trigger Method: Select "Click Action."
4. Choose Location: Select "Table."
5. Source Tables/Windows: Select "Employee Management" from the dropdown.
6. Field Location: Choose "Toolbar."

Steps:

1. Select the existing approval action "Approve" from the dropdown.
2. Select the menu "Employee Management."
3. Select the form "Employee Records."
4. Save the configuration.

Outcome: The trigger will link to the existing "Approve" action in the table toolbar for the "Employee Records" form. Clicking on this action will trigger the approval process.

Validate Approval Trigger Configuration

To review and validate the approval trigger configuration:

1. Action: Review the configured details.
2. Expected Outcome: Ensure the following values are correct:
   • Title
   • Description
   • Trigger Method
   • Choose Location
   • Field Location
   • Selected Menu and Form

Verify Approval Trigger for Table Kebab Click Action

To verify the approval trigger for a table kebab click action:

1. Given: A "UI Trigger" event is configured for the table kebab click action with the "Approve" action.
2. When: Click the "Approve" action in the table kebab menu.
3. Then: The approval process should be triggered, and the leave request status should be updated to approved.

Verify Approval Trigger for Table Toolbar Click Action

To verify the approval trigger for a table toolbar click action:

1. Given: A "UI Trigger" event is configured for the table toolbar click action with the "Approve" action.
2. When: Click the "Approve" action in the table toolbar.
3. Then: The approval process should be triggered for the "Employee Records" form.

Summary

Approval Triggers automate the approval process for various workflows within your system. By configuring and validating these triggers, users can streamline the approval process based on specific actions. The flow of the approval trigger works such that the user asks for approval, and then it proceeds to the Modify Block and the Approval Block. These two events can only be used if the trigger is an Approval trigger; otherwise, the Approval Trigger behaves the same as a UI Trigger.