Add a human approval automation step – Tekst

This guide goes over the steps to set up the human approval automation step and explains its functionality.

Prerequisites

In order to include a human approval step within your automation, you need to first:

Have the role of contributor or administrator.
Have an automation.
Recommended: installed the Tekst Outlook App.

Setting up the human approval step

Step 1: Select the Human Approval step

It can be found under the conditions steps.

Step 2: Fill in the variable that needs to be approved

Within the human approval settings a variable needs to be selected. This is the variable that will be shown to the end-user for approval.

Multiple variables can be selected and they can be all sorts of different types (message data, model data, a custom variable).

Step 3: Include information for the end-user

A label and a description can be added, which will be shown to the end-user who needs to approve the content of the variable. Optionally, it is possible to specify the type of variable that is used, which can be, for example, a CSV file. If set to auto, it will try to automatically detect the variable type and show it in a suitable way to the end-user.

Step 4: Specify follow-up paths

Finally, after completing setting up the human approval step, it is important to specify how the automation needs to continue when approved or rejected.

How it looks for the end-user

The automation approval step will be shown on two different places: within the messages module of Tekst itself and on the Outlook App side panel, which is the most useful option of the two, since you can view it within Outlook itself.

More info on how to install the Outlook app here.

If a CSV file is used as a variable, it is possible to edit it first before approving. The automation will then continue with the corrected CSV file.