Sample workflow: manager approval of accounts
In this scenario, an organization has a policy that requires all accounts provisioned on a WinLocal service to be approved by the direct manager of the requestee.
The request for approval is sent to the manager of the requestee, who has two full days to approve the request. The manager might not respond to the request within the allotted time period. Then, the request is escalated to the service owner who has two full days to act on the request. The task is removed from the task list of the manager at this time. If the service owner fails to act on the request within the allotted time, the request fails, and it is canceled by the system.
The manager or service owner might act on the request within the allotted time period. An Approve response sets the process result to Approved and a Reject response sets the process result to Rejected. An Approved result provisions the account and logs the process activity in the audit log. A Rejected result cancels the process and logs the rejection in the audit log.
The graphic demonstrates this business case with the default script nodes RETURN_APPROVED and RETURN_REJECTED, which set the process result based upon participant response. The table identifies the workflow node properties and their values for a workflow named Approval_Example, defined with a service type of WinLocal Profile.
| Node | Feature | Value |
|---|---|---|
| Start | Activity ID | Start |
| Split Type | AND | |
| JavaScript | N/A | |
| Approval | Activity ID | Supervisor |
| Participant | Supervisor | |
| Escalation Participant | Service Owner | |
| Escalation Limit | 2 days | |
| Join Type | AND | |
| Split Type | AND | |
| Entity Type | Account | |
| RETURNED_APPROVED | Activity ID | RETURNED_APPROVED |
| Join Type | AND | |
| Split Type | AND | |
| JavaScript | [Custom] |
|
| RETURN_REJECTED | Activity ID | RETURN_REJECTED |
| Join Type | AND | |
| Split Type | AND | |
| JavaScript | [Custom] |