The Handover action node enables authors to build approval processes without the need for database involvement. This node lets the author specify the point in a module where a handover process should take place.
The Handover action then transfers the subsequent steps to another user for further processing. If needed, additional Handover actions can be added, e.g., to redirect tasks back to the initial end user for completion.
This is a licensed feature which can be enabled
by
your BRYTER contact person. For further information, please reach out
to
them or
support@bryter.io.
Additional pricing may apply.
Step-by-step guide to building approval processes
- Select Handover in the Actions menu to insert a Handover action. Configure the node.
The Handover action combines an input node and an action node. The top half (input) is presented to the current end user as their final screen, while the bottom half (action) notifies the end user taking over via email. When filling in the information, ensure that you address end users appropriately. The link for the handover process is automatically added to the handover email. - Insert an input or Result node following a Handover action. This screen will be seen by the end user taking over.
- Repeat the process as needed to hand over tasks to different departments or even back to the initial end user.
- Remember to publish your module because the Handover action requires a published environment to function correctly.
If a module has changed since a handover was initiated, the end user might encounter errors when trying to resume the session. So, it is best not to publish a new module version while your end users are in the middle of handover processes.
We recommend that you provide a brief explanation of the process to the respective party in the CONTENT fields of the node. For example, if the initial end user is waiting for approval from the legal department, inform them that they will receive an email after the legal department responds. Similarly, let the legal department know to follow the link in the email to respond to the end user's request.