To Automatically Approve an Object When a Task is Completed

Ensure that you have a work task class specified where the type is Approval Task.

Create a work order template. Expand the Diagram topic, then right-click on the applicable task and select Go to Task from the context menu.

From the Work Task form, change the class of the task from blank to the class of the approval work task. It may be necessary to click Show all in order to view the class field for the task.

Use the magnifying glass at the right side of the Class field to display a list of classes defined for work tasks and choose the approval-type class, then save your changes.

(Optional) Navigate to the classes which will be approved when using this work order template.

(Optional) Expand the Extended Behavior topic and set the Approval Work Task is Selected check box. Choose from the list of work order templates that have approval work tasks associated that will be used whenever this document template is instantiated.

Note: Work Order templates display in the list only if they are approved.

Note: Available options will differ depending on the current object.

Click the Save link in the topic menu bar.

To retain a snapshot of the object when it is approved, create a document class of type Snapshot configured to be used by objects of this class.