Congrats!

You've completed the Flightpath for Event Approvals Using Object Workflows! You now understand how to configure dynamic, criteria-driven approval processes in Vault CRM Events Management — from setting up permissions and building the workflow, to connecting it to your events and supporting a smooth experience for both organizers and approvers.

Learn more about Events Management

To continue your learning, explore these resources:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge — Create an Object Workflow for event approvals

Your task is to create a basic Object Workflow in Vault CRM that can be used for an event approval process. Build a workflow with the following characteristics:

  • Includes one Decision step with at least one rule based on a field value, with Entry Criteria Not Met as the Else rule
  • Includes one Approval Task assigned to a participant group with the Make available to users in participant group setting

To create a basic Object Workflow for event approvals:

  1. Navigate to the appropriate workflow.

  2. Select + Create to add a Task step with the following properties:

    • Label – Enter an appropriate label
    • Assign Task To – Select the appropriate participant group
    • Make available to users in participant group – Select this check box
    • Verdicts – Create Approve and Reject verdicts
    • Task Requirement = Required
    • Custom Action = Create Event Team Member and Event History
  3. Select Save.
  4. Select + Create to add a new Decision type step.
  5. Add a rule based on a field value, set the then path to a subsequent Action step that approves the event.
  6. Select Save.