Configuring Approval Processes for Slack Notifications

To enable approval notifications for timecards and expense reports to be sent to the Certinia app in Slack, you must add the outbound message file to the approval processes:

1. In Setup, select Process Automation | Approval Processes.
2. In the Manage Approval Processes For picklist, select one of the following:
   • Expense Report
   • Timecard
3. Click the name of a relevant active approval process. Repeat steps 3 to 7 for all relevant approval processes.
4. In the Initial Submission Actions section, click Add Existing. The Select Existing Actions page opens.
5. From the Search field, select Outbound Message.
6. Move the relevant action from the Available Actions list to the Selected Actions list:
   • For timecards, move "Outbound Message - Timecard - Approval".
   • For expense reports, move "Outbound Message: Notify Slack - Expense Report - Approval".
7. Click Save.