Automate approval after an elapsed time
- Antonella Capalbo
Is there a functionality which is similar to “Approval Defaulting”?
Scenario
All the stakeholders needs to approve but if none or some of the people doesn’t respond within 3 days then we want the system to “Default” them and automatically to Reject.
Preliminary Concepts
The Decision Automation is a configurable option of the Herzum Approval app that requires you register an Approval Action Automation Service and setup the Decision Automation Advanced Setting on the concerned Approval Mapping.
Solution
Configurations
The customer scenario requires the following settings:
- an Approval Action Automation service has been registered and configured to run every hour
- the Decision Automation Advanced Setting, on the concerned Approval Mapping, has been configured to automate the Approval Decision, Rejecting the Approvals when the elapsed time between the Approval Submit Date and the current time is greater or equal to 72 hours (3 days)
Approval Action Automation Service in action
The following screenshot shows an approval step that is waiting approval by three days from Manager A and Manager B (Only Manager C submitted the approval response):
The Approval Action Automation Service updates the status of the pending Approval as follows:
Notice that the approval action is performed by the Decision Automation User on behalf of the original approver.