BPM Authorization

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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.

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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

This is a powerful option to allow you to allocate the level that each individual contributes to the overall authorization. For each authorizer, a default 100% weight level is given. Independent of the number of authorizers, someone with a 100% weight level is able to complete the authorization on their own. If you have two authorizers, and both are set to a 50% weight level, then both authorizers must provide a response. When including multiple authorizers, you must assure that any combination of weighting levels must total up to 100% in order for the authorization to proceed.

Task

• Title

• Category

• Priority

Outcome Settings

• Enable Tentative Authorization

• Authorize

• Reject

Life Span Settings

• Start

• Due After

• Expires After