Approvals
An Approval holds a Workflow step until the accountable Role says yes or no, when a call goes past a Limit or a Mandate.
An Approval is a Task to allow or refuse one pending Action that goes past a Limit or a Mandate. The Workflow step waits until the accountable Role answers.
What you get
- 1Approval in your inbox for each call over a LimitApproval
- 1deadline on every ApprovalApproval
- 1Event for every answer, kept with the ActionEvent
Guides
- "Ask me before any refund over $200."
- "Ask me before any charge over $500." Expense approval holds every card charge above it.
- "Approve bills under $1,000 for me." Payables pays the rest only after you say yes.
- "Let the Billing Specialist refund up to $100 without asking."
- Automate a workflow, then add “ask me first for anyone paying more than $100 a month.”
- Clear a worklist: an agent works through the Approvals and other Tasks waiting on its Role.
How it works
Every call checks its Limits first. A call over a Limit becomes an Approval instead of failing, and Approval.approve or Approval.refuse settles it. Escalation and approvals covers who answers.
Inside a Workflow, the rest of the Action waits with the step. A step with a timeout goes to the Role its failure rule names when no answer comes.