Using an approval matrix from Workflow

You can use an active approval matrix in Workflow in the configuration of a task chain step. At runtime, this is how the workflow approval chain is executed:

  • The matrix is evaluated based on the input values specified in the parameter mapping. The first approver is determined.
  • If no row has evaluated to True, the matrix evaluation is skipped. The workflow moves to the next step. If one row is evaluated, an approval task is sent to the first approver.
  • If the user approves, the matrix rules are evaluated again. The next approver is determined. An approval task is generated for the next approver.
  • After all users in the chain approved, the approval chain stops. The result is “Approved”.
  • If one user rejected, the approval chain stops immediately. The result is “Rejected”.
Note: You can specify other labels for the “Approve” and “Reject” user actions.

To configure a task chain step with shared approval matrix:

  1. In the workflow model, select the Task Chain step.
  2. Click the Approval Matrix tab.
  3. Select Use Business Rules.
  4. Select an approval matrix name from the list of active matrices.
  5. The matrix input parameters of the selected matrix are displayed. Map the workflow parameters to the matrix parameters.
  6. Save and activate the workflow definition.