Published at: 2026-09-17

02-configure-post-approval-actions.md

Automatically run business operations after an approval is approved, rejected, or recalled.

Overview

Post-approval actions run automatically after an Approval Node or an Approval Process instance reaches a specified result. You can configure CRM reminders, SMS notifications, field updates, Email Notifications, External Notification actions, and APL functions.
Use Approval Node post-actions for local results in one node. Use Approval Process instance post-actions for final process results. Confirm the Trigger Timing before you add an Action Configuration.

Before you begin

  • You have created the Approval Process.
  • You have configured the target Approval Node.
  • You have confirmed when the post-action is triggered.
  • To use SMS, Email Notifications, or External Notification, configure the corresponding service first.

Post-action types

Post-approval actions are divided into two types:
Type Trigger location Common use
Approval Node post-action Runs after a specific Approval Node is approved, rejected, or recalled Update fields, send reminders, or run functions based on one node result
Approval Process instance post-action Runs after the entire Approval Process instance is approved, rejected, or recalled Update Business Data, notify related users, or trigger a downstream process after the process ends
Approval Node post-actions handle a local result. Approval Process instance post-actions handle the final result of the whole process.

Supported execution actions

Post-actions support these execution actions:
  • Field update.
  • SMS notification.
  • Initiate Business Process.
  • Email Notifications.
  • External Notification.
  • Execute APL code.
  • CRM reminder.
  • Data lock or unlock.
  • Change Owner.
  • Change team members.
  • Variable assignment.

Configure CRM reminders

CRM reminders notify the Approval Submitter or Designated Personnel after a process is approved, rejected, or recalled.
  1. In Approval Node post-actions or Approval Process instance post-actions, click Add.
  2. Select CRM reminder.
  3. Select the reminder recipients.
  4. Enter the reminder content.
  5. Click Save.
Reminder content can contain up to 500 characters.
Post-approval CRM reminder

Configure SMS notifications

SMS notifications send text messages to specified recipients.
  1. In Approval Node post-actions or Approval Process instance post-actions, select SMS notification.
  2. Select SMS notification recipients.
  3. Select a mobile number from the Related Data object, or enter specified recipient mobile numbers.
  4. Separate multiple mobile numbers with semicolons.
  5. In SMS content, select an SMS template or enter custom content.
  6. To create a template, click Create template.
  7. Click Save.
[!NOTE] SMS notifications require you to purchase and enable the SMS service.
Post-approval SMS notification

Configure field updates

Field updates automatically update fields in Approval Node post-actions or Approval Process instance post-actions. Field updates support Update current object and Update Master Object / Related Object.

Update the current object

  1. In Approval Node post-actions or Approval Process instance post-actions, select Field update.
  2. In Update method, select Update current object.
  3. In Update the following fields, select the fields to update.
  4. Configure the updated values.
  5. Click Save.

Update a related object

  1. In Update method, select Update Master Object / Related Object.
  2. In Related Object, select the Master Object or related object to update.
  3. In Update the following fields, select the related object fields.
  4. Configure the updated values.
  5. Click Save.
Supported Field Type values include:
  • Selection fields, such as Boolean, single-select, and multi-select fields.
  • Numeric fields, such as integer, decimal, and amount fields.
  • Time fields.
  • Personnel fields.
You can update Custom Field values and some predefined fields. If an updated value violates a rule, the system does not update the field.
Post-approval field update

Configure Email Notifications

Email Notifications send emails to specified recipients.
  1. In Post-actions, select Email Notifications.
  2. Select recipients or user groups.
  3. Configure Cc and Bcc as needed.
  4. You can also enter email addresses directly. Separate multiple addresses with semicolons.
  5. Select an Email Template.
  6. Click Save.
[!NOTE] Before you use Email Notifications, configure a system mailbox and maintain Email Template records in template management.
Post-approval email notification

Configure External Notification

External Notification sends notices to External Personnel or external roles in External Apps.
  1. In Post-actions, select External Notification.
  2. Select the External Apps entry.
  3. Select a personnel data variable under the connected app, or select external-role personnel from a Downstream Enterprise.
  4. Configure the reminder content.
  5. Select a redirect link.
  6. Click Save.
Reminder content supports object fields, process variables, and node approval comments.
Post-approval external notification

Configure APL functions

APL functions run more advanced automation logic.
  1. In Post-actions, select Execute APL function.
  2. Select a historical function or create a function.
  3. When you create a function, enter the code name.
  4. Enter the API Name.
  5. Enter the namespace.
  6. Select the return value type.
  7. Bind an object.
  8. Enter a description.
  9. Click Save.
Select a post-approval APL function

Configure Initiate Business Process

Initiate Business Process automatically starts a later Business Process after an Approval Node or Approval Process instance is completed.
  1. In Approval Node post-actions or Approval Process instance post-actions, select Initiate Business Process.
  2. Select the Business Process to start.
  3. Configure the initiator, associated data, and variable mappings as needed.
  4. Click Save.
Initiate Business Process

Configure data lock or unlock

Data lock or unlock controls the edit state of a record after an Approval Node or Approval Process instance is completed.
  1. In Approval Node post-actions or Approval Process instance post-actions, select Data lock / unlock.
  2. Select the target data to lock or unlock.
  3. Click Save.
Data lock or unlock

Configure Change Owner

Change Owner changes the record owner to a specified user.
  1. In Approval Node post-actions or Approval Process instance post-actions, select Change Owner.
  2. Select the new owner. The source can be Select Colleague or a personnel variable.
  3. Click Save.
Change Owner

Configure team member changes

Team member changes automatically add members to or remove members from a Business Data team after approval, rejection, or recall. They also control member access to the data.
Configuration item Description
Change operation Select Add or Remove team members
Internal members Add colleagues, departments, user groups, roles, approval roles, data variables, process variables, or personnel object variables
External members Add external personnel fields, External Owner, or other external member sources
Permission When you add members, set the permission to Read Only or Read/Write
Configuration steps:
  1. In Approval Node post-actions or Approval Process instance post-actions, select Change team members.
  2. In Change operation, select Add or Remove.
  3. To change internal enterprise members, click Add option in Internal members. Then select colleagues, departments, user groups, roles, approval roles, data variables, process variables, or personnel object variables as needed.
  4. To change external members, click Add option in External members. Then select external personnel fields or External Owner.
  5. Select Permission. You can set it to Read Only or Read/Write.
  6. Click Confirm to save the Action Configuration.
  7. After you return to the process designer, click Save in the upper-right corner to save the Approval Process.
[!NOTE] When you add members, confirm their permission scope. If members only need to view approval data, select Read Only. If members need to edit or maintain the data, select Read/Write. Before you Remove Member entries, confirm that downstream collaboration is not affected.
Change team members

Configure variable assignment

Variable assignment updates process variables after an Approval Node or Approval Process instance is completed.
  1. In Approval Node post-actions or Approval Process instance post-actions, select Variable assignment.
  2. Select the target variable.
  3. Configure the assignment content.
  4. Click Save.

Expected result and validation

  1. Use a test record to trigger the Approval Process.
  2. Approve, reject, or recall the process.
  3. Check whether reminders are delivered.
  4. Check whether fields are updated.
  5. Check whether Email Notifications, SMS notifications, and External Notification actions are sent successfully.
  6. Check whether the function runs successfully.

Related topics

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