Create a batch approval workflow process
This feature enables you to automate the creation of the workflow for the batch approval process. If you process the data (regardless of the source) and the system identifies that the entity type used has been tagged for the approval process, the data will be halted, and the approval process will start and wait for the user’s approval to continue the data processing.
Prerequisites
- Dataverse connection
- Approval connection
For more information, refer to this link.
To enable the batch approval workflow
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In CluedIn, on the navigation pane, go to Management > Entity Types, and then select the entity type that you want to sync.
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Select Edit and then turn on the toggle for Enable for Batch Approval Workflow.
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Select Save.
After enabling this feature, a new table (Approval Queue Table) will be created in Dataverse.
Approval Queue table in Dataverse
This table will serve as a storage of the CluedIn data or information on the data waiting for approval.
The CluedIn Approval Queue ID is the ID of the data that we are trying to approve in this process.
Workflow
The content of the approval workflow will be composed of events such as condition, approval, variables, and HTTP. A 60-second cycle will occur to check if there is data in the Approval Queue table. Once we receive a response in the Approval Process, we send the Approval details together with the CluedIn Approval Queue IDs to the CluedIn API via an HTTP event.
Notifications
Once the automation has been done, you can expect a notification for creating the Approval Queue Table/Columns and the creation of the Batch Approval Workflow.
