Policy Workflow Step 3
Now we want to add another step in the Policy Action. To do this we go back to the Policy Action we are defining by clicking on the โinit_installer_stepsโ Policy Action icon on the left.
After having created the โadd_new_installer_requestโ, we need to send the request for saving the document to the Guardian. To do this we click on the โSendโ icon in the top navigation bar to add another Policy Action step that allows us to send the request we created in the previous step for processing.
Again, we name the โTagโ under the โPropertiesโ for this step.
Then we identify the Entity Type which is the Installer in our case since the installer is to be added.
Then we add the โData Typeโ from the drop-down to approve since the document to be sent is the approval of a new installer.
Note, that we do not select a โPermissionโ because anyone should be able to send the document once it is created. Also, it should not be active by default.
Also, note, that this step does not create a new document, so the โForce New Documentโ is unchecked. And since we want to send the document, the โStop Propagationโ function is also not enabled.
Programmatically this workflow step looks like this:
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