Request Approval Task

Use the Request Approval activity to ask the user for approval during the execution of the workflow. The workflow will pause and wait for the user to respond or resume after the request expires.

Creating an approval task will notify the assignees through the Notifications icon in the Cisco XDR ribbon that they have been assigned a task and provide a link to review the task and approve or reject the request.

To take action when the task is completed, use an Approval Task Rule to check conditions against the task results and run an assigned workflow.

You can view the configured tasks on the Tasks page and results of workflow executions on the Runs page.

Usage

Complete the following properties to use this activity:

  • General
    • Display Name - Enter a display name for the activity. This name is what's displayed for the activity in the Workflow Editor.
    • Description - Enter a meaningful description.
    • Continue Workflow Execution On Failure - Check this check box to continue the workflow if this activity fails (optional).
    • Skip activity execution - Check this check box to bypass running the activity during the workflow execution (optional).
  • Add approval assignee(s) - By default, the assignee is the user who executes the workflow, unless specified differently below:
    • Add by role(s) - You can select that all administrators and/or incident responders in your organization will be prompted.
    • Add by email address(es) - Click ADD and enter the email address of individuals who will be prompted with this task.
  • Add approval title and body text
    • Approval title - Enter a title for the request. This will become the name displayed in the tasks table.
    • Body text - Enter the text to be displayed in the body of the request.
  • Add Form Elements - For a Checkbox form element where the user may check the box:
    • Checkbox Label - Enter a label for this check box.

  • Advanced Configuration - Show advanced configuration options:

    • Choose to use either the default approval choices (Approve or Reject) or a custom array.
    • Approval requestor - Enter the email address of the person or variable reference requesting the approval. May use the default variable reference.
    • Approval owner - Enter the email address of the person or variable reference who owns the request (often the same as the requestor). May use the default variable reference.
    • Minimum number of approvals - The minimum number of approvals required to approve this request.
    • Priority - High, Normal, or Low
    • Set approval due date
      • Specified Date - Enter the specific date of when the request is due.
      • Relative Time - Enter the duration or amount of time that elapses before the request is due (how much time the assignee is given to answer) and what unit the time is measured in.
    • Set expiration date
      • Specified Date - Enter the specific date of when the request expires.
      • Relative Time - Enter the duration or amount of time that elapses before the request expires (how much time the assignee is given to answer) and what unit the time is measured in.
    • Expiration Status - Enter the status that will be displayed after the request has expired.