Creating Approval Document From External Solution

Available in Classic/VPC.

The Create Approval Document From External Solution menu describes how to use WORKPLACE's approval process if an existing solution the company is using requires an approval process.

See the following diagram for the flow of creating and reporting documents with WORKPLACE forms from external solutions. For more information, see the detailed description below.

Step1. Create a new form you want to use from Manage Approval > Manage Form > New Form.

• When creating a new from, you need to select "Report from outside" in the [Basic Information] tab to be able to use it from external solutions. For more information, see New Form.
• Edit the form by adding components by format for the entire data to be sent to the WORKPLACE approval process.
• You can set the approval line, sharing target, and recipient if necessary. For more information, see Manage Approval > Manage Form > Set Approval Line, Set Sharing, and Set Recipient.
  • If the admin hasn't set up the approval line and sharing target, the creator can add them when filling out the form. For more information, see Create Approval Document.

Step2. After checking the provided API reference document, generate a URL to use the form you created in Step 1.

• For more information on how to generate it, see Create External Approval Document.

Step 3: If you use the URL generated in Step 2, a pop-up window opens with the initial data filled out in the Fill Form page. Check the data and report it for approval.

• For components whose "Enter when reporting" option is set to Available upon creating a new form, you can enter the desired data in the Fill Form pop-up window.
  • This option can be set when creating a new form.
• If necessary, you can add the approval line, sharing target, and recipient in the Fill Form pop-up window.

Step4. When document is successfully reported for approval, the specified destination URL opens.

• You're directed to the destination URL specified with the document ID (ApprovaldocId). This destination URL can be set when creating a new form. If the destination URL hasn't been set, you're directed to the View Document page in WORKPLACE.
• A popupDocKey is issued when the document is reported for approval, and its value is the only key issued upon successful API.

Step5. Depending on the processing status of the reported document, you can view it in each of the respective document box in the WORKPLACE Approval Home > Approval Document menu. If you want to receive events that occur during the processing process of the document, see Integrate Approval for various uses.