Sign Off (Approve / Reject)
This page only contains the details with regards to this creating or editing this specific type of activity. You should already have a basic understanding of how to create and edit workflow activities in the Workflow Designer. Click here for the guide on how to do that.
Purpose
The Sign Off activity is the most basic type of workflow activity and can used to sign off a “statement” or task in the workflow. The activity has two possible paths to direct to the next activity in the workflow depending on whether the Sign Off activity was “Approved” or “Rejected” (naming can be customised).
Creating a Sign Off activity
From the Workflow Designer, right-click on the current activity that you want to flow into the new activity, move over the New Activity menu for the appropriate path (On Approval or Rejection) and click the Sign Off activity item. Alternatively, simply click the Sign Off Activity item from the New dropdown button on the toolbar. This will open the following Activity Editor.
Fields specific to this type of activity
| Field | Purpose |
|---|---|
| Display Text | When actioning this activity in the workflow, this is the text that will be displayed to the user. Clicking the ellipsis button will open a text editor for entering Html formatted text. |
| Approve Button Text | Specify the text that must display to the user actioning this activity on the Approve / Sign Off button. |
| Reject Button Text | Specify the text that must display to the user actioning this activity on the Reject / Skip button. |
