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Process Scheme



Participants

Process name

Description

Requester

The user who requests a day off

Approver

A user or group of users who have permission to approve a day off in the company

Slack Action Receiver

The technical process for receiving and processing button responses from Slack


Process Items

The tasks in the process are listed in the table below:

Task

Type

Process

Connector

Description

Time Off Request

Start Event

Requester

 

Starts the Requester process

Initiate SlackBot

Script Task

Requester

 

This technical task runs script and sets up the Slack application parameters, such as AppNumber, Dates, Slack bot token and Slack channel name

Send Time Off Request

Service Task

Requester

Slack\APIConnector

This is where the user requests the time off.

Slack Request Sent

Intermediate Message Event

Requester

 

This message event sends the request for approval

Approve Request

Start Message Event

Approver

 

This start event is initiated by the Slack Request Sent message event and launches the approver process

Slack Response Received

Start Event

Slack Action

 

This event launches the Slack API when the "Approve" or "Reject" button is clicked

Parse Payload

Script Task

Slack Action

 

This script decodes json and prepares the data to send in the Slack API response to the approver

Get Slack Callback

Intermediate Message Event

Slack Action

CorrelationKeys

Gets the callback and sends the Slack response to the appropriate process instance

Response Confirmation

Service Task

Slack Action

Slack\SendMessageConnector

This connector sends the Slack webhook

Get Slack Response

Intermediate Message Event

Approver

 

When the approver gets the response from the Slack webhook, the approver can continue with the approval process

Send Approval/Send Decline

Service Task

Approver

Slack\APIConnector

This is where the approver makes a decision

Send Confirmation Request Accepted

Service Task

Requester

Slack\SendMessageConnector

This is where the requester gets a message notifying them that their request is being reviewed

Decision Made

Intermediate Message Event

Requester

CorrelationKeys

This message event sends a notification to the requester with the approver's decision

Messages

All messages is sending via email connectors 

Message Title

Task

Location

Content

Notification to approver

Approve Time Off

Channel

Hello UserFullname
A new request for time off has been initiated by RequestorFullname
{RequestorFullname} has requested to take time off from TimeOffDateStart}) until {{TimeOffDateEnd. That would mean a total of TotalTimeOff days off. 
Would you like to Approve or Reject this request? 
Note: To approve or reject the request, please click on the appropriate text above, or you may type either "/pm-route 253 approve" to approve the request, or "/pm-route 253 reject" to reject the request.

Approval notification to requestor

Approve Time Off

Private Message

Hello RequestorFullname
We just wanted to let you know that you have the best boss in the world! 
Your request for time off, from TimeOffDateStart until TimeOffDateEnd has been approved! 
For your records, the case number is AppNumber
Enjoy your time off!

Rejection notification to requestor

Approve Time Off

Private Message

Hello RequestorFullname
We regret to inform you that you have a bad boss! 
Your request for time off has been rejected. 
For your records, the case number is AppNumber
Better luck next time!

New case note

All

Private Message

Hello UserFullname
We just wanted to let you know that there has been a new case note added to case number AppNumber
See below for the full note. 
"CaseNote_Content"

Getting Started with example

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