Processes and steps
Learn how the the instances of the approval policies work and how to track the approval requests sent to the users.
Overview
Whenever a new approval policy is created, or a payable is created or updated, Monite checks if there is a match between the approval policy and the payable.
If a payable matches some approval policies’ trigger conditions, a new instance of the approval policy is created. This instance of approval policy applied to a payable is called a process.
Every process has approval steps, which are lists of all approval requests that will be created for a given process.
List all processes
To list all processes applied to a specific approval policy, call GET /approval_policies/{approval_policy_id}/processes
:
The successful response contains all the processes related to the provided approval policy:
You can also check which approval policy applies to which payable in the responses from GET /payables
and GET /payables/{payable_id}
. The approval policy ID is stored in the approval_policy_id
field of the Payable object.
Steps
Approval steps, or just steps, contain the current state of all approval requests created for a given approval process and sent to the users. To check all the steps of a specific process, call GET /approval_policies/{approval_policy_id}/processes/{process_id}/steps
:
The successful response contains the current status of all the steps required for a given approval policy:
Retrieve a process
To get information about a specific process, call GET /approval_policies/{approval_policy_id}/processes/{process_id}
.
Cancel a process
To cancel a specific process, call POST /approval_policies/{approval_policy_id}/processes/{process_id}/cancel
.