BPM Authorization

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Home > Administration > Business Process Designer > BPM Authorization Index

Introduction

This BPM automation allows you to add authorizations to a workflow. One or more Hornbill Users can be added to a single authorization and the workflow is suspended until an outcome for the authorization has been provided.

Related Articles

Authorization Owner

The owner of an authorisation is someone that that may not be participating in the authorization, but require visibility and control of the authorization. An example of this may be the manager of the person that is providing the authorization or someone who is overseeing the authorization and requires the ability to authorize on behalf of the authorizers.

  • User
Use this option to select from available users that have access to authorizations. Basic Users are not available to be selected.
  • Variable
Using variables can be a great way to allocate authorizers where the participants are not static. It is still important to remember that only Users with a Collaboration Subscription can participate and you need to assure that users that don't have a subscription are not accidentally allocated as an authorizer. The provided variable must contain the Users ID

Authorizers

In order for someone to participate in an authorization, they must be set up as a User and have a Collaboration subscription.

  • User
Use this option to select from available users that have access to authorizations. Basic Users are not available to be selected.
  • Variable
Using variables can be a great way to allocate authorizers where the participants are not static. It is still important to remember that only Users with a Collaboration Subscription can participate and you need to assure that users that don't have a subscription are not accidentally allocated as an authorizer. The provided variable must contain the Users ID.
  • Weighting Level

Task

  • Title
  • Category
  • Priority

Outcome Settings

  • Enable Tentative Authorization
  • Authorize
  • Reject

Life Span Settings

  • Start
  • Due After
  • Expires After

Authorization Details

Set Stage Checkpoints