Configuring Approvals

1. From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
2. Create a new workflow or open an existing workflow.
3. Drag the Approval object from the Toolbox and drop it onto the appropriate Phase on the canvas.
   Result: The Approval Wizard window is displayed.

4. Enter the name of the phase.
5. Zoom to select the approval form to be used.
6. Configure the Approve and Reject results, To Phases and Approval Rules as seen in the figure above.
7. Click the OK button.
   Result: The approval phase is placed on the workspace.
8. Modify the approval task as needed.

For On Route and On Submission Properties see also Validation Rules and Actions.