Quickstart¶

Want to get up and running with a basic approval form quickly? This guide will walkthough the steps required to add a remote approval to your workflow.

Adding a remote approval to an existing workflow is easy. This is what needs to be done:

Select or create a Message Template to use for the notification to the user that a remote approval is available.
Select or create a Message Template to use for the form title and content.
Identify the Sage users or Extender User Groups that need to receive a notification.
Identify the actions the user can take and how the buttons for those actions should be labelled.
Add the REMOTEACTION.SendApprovalFormEmail action to your template, providing the email notification Message Template, Users, from content Message Template, and actions as parameters.

That’s all! The next time the workflow is triggered, a remote approval form will be created and the users notified.

Selecting a Notification Template¶

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Selecting a From Content Template¶

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Identifying the Sage Users or Groups¶

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Identifying the Form Actions¶

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Adding the SendApprovalFormEmail Action¶

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