Configuring Post-Approval Process Actions

I. CRM Notifications

1.1 CRM Notification Feature

The system automatically sends messages to the workflow initiator upon approval, rejection, or withdrawal.

1.2 Configuring CRM Notifications

• Select recipients and customize notification content (up to 500 characters).

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II. SMS Notifications

2.1 SMS Notification Feature

Workflows can send SMS messages to designated recipients.

2.2 Configuring SMS Notifications

• Select existing users with registered mobile numbers or manually enter recipient numbers (separated by semicolons).
• Customize SMS content or use predefined templates.

Note: This feature requires a paid subscription.

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III. Field Updates

3.1 Field Update Feature

Automatically modifies specified fields upon workflow approval.

3.2 Configuring Field Updates

• Supported field types:
  • Selection fields (Boolean, radio buttons, checkboxes).
  • Numeric fields (integers, decimals, currency).
  • Date/time fields and user fields.
• Applies to custom fields and certain predefined fields.
• If updated values violate rules, the system retains the original value (e.g., changing reimbursement status to “Processed” after approval).

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IV. Email Notifications

4.1 Email Notification Feature

Workflows can send emails to designated recipients.

4.2 Configuring Email Notifications

• Select recipients from system users/groups, CC/BCC recipients, or manually enter email addresses (separated by semicolons).
• Use predefined email templates.

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V. External Notifications

5.1 External Notification Feature

Sends alerts to interconnected applications and external stakeholders (e.g., creators or external owners).

5.2 Configuring External Notifications

• Select an interconnected application and recipients (e.g., downstream enterprise Roles or data-linked variables).
• Customize content with object fields, workflow variables, or approval comments, and include redirect links.

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VI. Executing APL Functions

6.1 APL Function Feature

Enables advanced operations through custom functions.

6.2 Configuring APL Functions

• Use existing functions or create new ones.
• For new functions, specify:
  • Code name and API Name.
  • Namespace, return type, bound Account, and description.

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