Workflow Task: Manual Approval

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Workflow Task: Manual Approval

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The manual approval task forces human interaction into an automated Workflow process. For example, if you have a workflow that automatically finds and applies late fees to invoices that meet certain criteria, you can insert a manual approval task to require someone to approve the late fee before it is applied.

When you create a manual approval task, you need to enter the emails of the approvers. 

For a manual approval task, you need to design two paths following this task to handle the two outcomes (approval or rejection). The two tasks after the manual approval task should use On Approval and On Rejection respectively as the triggers.

workflow_manual_task.png

If you also use the Collections Window feature of Collect, you are able to populate all manual approval tasks in Workflow into the Collections Tasks list in Collections Window, so that collections agents can view the pending collections tasks that have been assigned to them. To make the integration work, you need to configure both the particular workflow and the Collections Window.

See Configure a Workflow to learn about the configuration on the Workflow side.

See Set Up the Collections Window Feature to learn about the configuration on the Collections Window side.

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