In this article:

Creating the Approval Step

To create an approval step of the specific data set, open approval step wizard.

After the basic step properties have been determined, click the Next button on the first page of the wizard.

Step description

The next wizard page is Step Description:

Determine the following for the Approval step on the Step Description page:

Process Authorization Object. The box is mandatory. In the drop-down list of authorization objects select the required object.

If there is no appropriate authorization object, click the All Process Authorization Objects button. The Set Up Process Authorization Objects dialog box opens where an object can be added.

Owner Role. The box is mandatory. In the drop-down list select the owner role. The list contains roles of users specified in the authorization object.

If there is no required group of users in the list, click the Open Security Manager button. The dialog box of security manager of Foresight Analytics Platform, which enables the user to create a required group of users.

By default, the selected user have read-only permission.

Grant Write Permission Within Step. Select the Grant Write Permission Within Step checkbox to grant dynamic write permission to data segment to a group or a user specified in the Owner Role list. Dynamic permission is applied only on step execution.

When the checkbox is deselected, group or user will have read-only permission.

Send Edit Permissions. Select the Send Edit Permissions checkbox and select the group or user from the list to assign read and write permissions to data segment. On selecting the checkbox, the group or user selected in the Owner Role box get read-only permissions.

The checkbox is deselected by default. To enable option, select the Grant Write Permission Within step checkbox.

Default Data Entry Form. The box is mandatory. The data entry form that opens by default on process step execution. Select a data entry form in the drop-down list, use search. The list contains repository objects tree where data entry forms and folders containing them are only displayed.

To edit the selected data entry form, click the button. The data entry form will be opened for edit

Step Execution Time. The time, in which a step must be executed on process execution.

Enter a numeric value of step execution time and select a time measurement unit in the list:

Minute.
Hour.
Day (default).
Week.
Month.
Quarter.
Half-year.
Year.

To determine time by which step must be finished, select the Finish Step By checkbox. On selecting the "minutes" or "hours" time measurement units, this box is hidden.

If the step is not finished by the scheduled execution period, the step status becomes Expired.

The step execution period impacts the whole process execution period, which is determined on starting process for execution.

Step Description. The box is optional. A text box for entering a comment for a step.

After the parameters have been determined on the Step Description page, click the Next button.

Managing Parameters

The next wizard page is Manage Parameters:

Determine the following for the Approval step on the Manage Parameters page:

Data entry form and process parameters must be linked in order to open data entry form with the same parameters as the process step started for execution. Determine Correspondence Between Data Entry Form and Process Parameters on the Manage Parameters page:

To automatically copy parameter settings from authorization objects, click the Fill from Authorization Object button

To manually set correspondence in the Parameter Link/Selection column, select the checkbox:

Undefined. In this case data entry form is opened with parameter value specified in data entry form by default:

Bind. In this case the process parameter corresponding to data entry form parameter is selected:

Select the dictionary attribute to be send as parameter to data entry form, if required

Fix. In this case, the specified values are selected in the drop-down list, in order to send a limited list of parameter values to data entry form:

If there is no required process parameter, click the Process Parameters button. The Process Settings and Parameters dialog box opens, in which a process parameter can be added.

After the parameters have been determined on the Manage Parameters page, click the Next button.

Events

The next wizard page is Events:

Set up automatically executed actions launched on step execution start or end.

On generating a list of executed actions, select a tab with event first:

Before Execution. The list of actions will be started before executing the current step in the specified order.
After Execution. The list of actions will be started after executing the current step in the specified order.

To add an event, click the button on the ribbon. The number of added actions is unlimited.

Actions to be added:

. Execute Fore method. In the right part of the window select:

Unit. In the drop-down list select a unit written in the Fore language, the list contains all repository units and folders containing units. Search by unit name is available.
Method. In the drop-down list select a method. The list contains all unit methods corresponding to the signature:

Sub <Fore-method name>(Sender: IBProcessInstance; Args: IBProcessStepStateEventArgs);

Parameter:

Sender. Process instance.

Args. Event information: step, step old state, new state.

. Send Email Notification. In the right part of the window select:

To; Copy; Bcc. The recipient email is entered manually, using option of copy/paste from clipboard.
Subject. The email subject is entered manually, using option of copy/paste from clipboard.
Contents. The contents is entered manually using the option of variables values substitution with step parameters, links to step objects to view in the web application, file attachment.

NOTE. Email notification can be sent only from Windows OS.

To change order of operations execution, use the / buttons on the toolbar, to delete - the button.

The list of automatically executed actions can be empty.

Click the Finish button to exit the wizard.

After creating the process steps, set up process steps execution conditions.