Workflow Advanced enables batch workflows and approvals. Workflow owners can run the same workflow for multiple list items in one go without having to create multiple workflows. Approvers can manage multiple decision task notifications at once.
Note: Workflow Advanced is an entitled service and requires a separate subscription to enable the feature. Your Account Executive can assist you with this. The features are tenant-specific, so in a multi-tenant environment, the Workflow Advanced features only display on tenants that have the feature enabled.
Run batch workflows
To enable batch workflows:
In the Workflow builder screen, select to open the Template settings panel.
Under Batch run, switch on the Enable batch run for this template toggle.
Use the Select button in the Select line item from a module field to configure batch run data.
Select a Workspace, Model, and Module.
Under User settings, select a Users line item to set where the workflow can find the users who can run this workflow, and a User line item filter to dictate which of those users will be included.
Under Context setting, select Iterate over all.
Select Publish to save your settings to the template.
Under Approvers, select Enable batch approval to enable the approver to approve or reject more than one task at a time.
When workflows are started, each approver will receive a single email containing all their pending approvals.
To approve/reject multiple tasks:
Select View approvals in the batch approval email.
Select any task in the Batch approval pane to view the relevant page and context.
Check the box next to the tasks you want to approve.
Select Reject or Approve.
Note:Send backis only enabled for tasks that have had the Enable send back for approver toggle switched on during workflow creation.
To go to the Task approval tab in the task inbox, select View tasks at the bottom of the pane.