Approval process
| The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2. |
The final approval in an approval process can trigger the creation of a new record with copies of the original approval record’s attachments with merged signature phrases. The trigger is the checkbox “Create a reply when approval is final” in the “New approval” dialogue or “Edit approval” dialogue. Tick the box at any time from creation until the final approval.
Read more about setting up approval processes.
| F2 can be configured to automatically merge signature phrases upon final approval. F2 is configured in cooperation with cBrain. |
Set up approval template
Regularly used approval processes can be saved as approval templates.
Two types of templates exist:
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Personal approval templates: Templates created by individual users that are only visible and usable by them.
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Shared approval templates: Templates available to select units or the entire organisation. These are created by users with the “Template administrator” privilege, who also decide who can view and use the templates.
Open the dialogue from the “Settings” tab to create new shared approval templates.
Click New approval template in the “Approval templates” dialogue.
Set up the steps (1) of the desired approval process in the “New approval template” dialogue. Next, the template must be set up to automatically trigger the creation of an answer record upon final approval. Tick the “Create a reply when approval is final” box (2) to enable this function.
Click Save as template. The “Save as template” dialogue opens. Name the approval template. Tick the “Template placement” box to make the template available to all users in the authority or a certain unit (select the authority or unit).
Click OK to save the approval template.