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  1. Preface
  2. MDM and Embedded ActiveVOS
  3. Configuring Workflow Tasks and Triggers
  4. Running the Migration Script
  5. Frequently Asked Questions

Sending an Update for Approval Through ActiveVOS

Sending an Update for Approval Through ActiveVOS

When you add or edit an entity in an
Data Director
(IDD) application, you can send the update through an approval workflow that is coordinated by the
ActiveVOS Server
. The type of approval workflow used depends on the workflow that was selected by your IDD application developer.
  1. In the IDD Data workspace, add or edit an entity.
  2. Click
    Apply
    .
  3. Click
    Send for Approval
    .
    The Create Task dialog box opens with default values for all task attributes.
  4. In the Title field, replace the default title with a meaningful title for this workflow.
    For example, if you are adding a person, include the name of the person in the title, such as
    Adding Jane Jones
    .
  5. In the Task Type field, you can see the name of the approval workflow that is initiated.
  6. Change other default task attributes as required.
  7. Click
    OK
    .
    The
    ActiveVOS Server
    begins executing activities. When the
    ActiveVOS Server
    reaches the first people activity, it creates an IDD task of the correct task type. The
    ActiveVOS Server
    assigns the task to the users who have the role associated with that task type. For example, if the people activity is Review No Approve, the users with the Manager role receive a task notification in their IDD Task Inboxes. The task includes the Title you specified and has a task type of Review No Approve.

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