How to create post approval actions
You can set up actions that trigger after a step is approved, rejected, or upon reaching specific approval or rejection steps. To configure these actions, follow these steps:
- Click the 'View/Edit Details' button located under 'Post Approval Actions'.
- Select 'When to run,' and you have four options to choose from:
- When approval comes to this step
- When rejection comes to this step
- When this step is approved
- When this step is rejected
- Select the specific action you want to execute. For example, you can choose 'Immediate Email Reminder' and configure the fields with parameters from the form. This means, if a user filled out a form field named 'Country' and approved the process, the email you send can dynamically include the selected country value.
- You can designate the email receivers by selecting 'Assigned Users.'
- There are various options for triggering actions, such as sending a REST request to a server or instantly completing the step approval.