Configuring Post-Approval Process Actions

1. CRM Reminders

1.1 CRM Reminder Overview

The workflow automatically sends a message to the requestor when a process is approved, rejected, or withdrawn.

1.2 Configure CRM Reminders

Select the recipients and compose the reminder content (up to 500 characters).

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2. SMS Notifications

2.1 SMS Notification Overview

The workflow can send SMS messages to specified users.

2.2 Configure SMS Notifications

• You can choose existing users and their phone numbers from the system or specify recipient phone numbers directly (separate multiple numbers with a semicolon).
• SMS content can be custom-written or populated from a template.

Note: This feature requires an add-on purchase to enable.

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3. Field Updates

3.1 Field Update Overview

After a workflow is approved, you can automatically update specified fields.

3.2 Configure Field Updates

• Supported field types for updates include choice fields (boolean, single-select, multi-select), numeric fields (integer, decimal, currency), date/time fields, and user fields.
• You can update custom fields and some predefined fields.
• If the new value violates validation rules or encounters an exception, the field will not be updated. Example: after an expense approval, automatically set the expense status field to “Reimbursed.”

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4. Email Notifications

4.1 Email Notification Overview

The workflow can send emails to designated recipients.

4.2 Configure Email Notifications

• You can select recipients or user groups, add CC and BCC from the system, or enter external email addresses directly (separate multiple addresses with a semicolon).
• Email content can be populated from templates.

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5. External Notifications

5.1 External Notification Overview

You can notify users via selected Interconnection apps and selected recipients (including the creator and external owners).

5.2 Configure External Notifications

• Choose an Interconnection app and either variables related to user data within that app or external Role personnel from downstream companies (you must select at least one).
• Notification content supports object fields, workflow variables, and node approval comments, and you can specify a corresponding deep link.

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6. Execute APL Functions

6.1 APL Function Overview

Execute APL functions to perform more advanced operations.

6.2 Configure APL Functions

• You can select an existing function or create a new one.
• When creating a new function, provide the code name, API Name, namespace, return type, bound Account, and description.

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