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 āinit_installer_stepsā Policy Action icon on the left.
After having created the āadd_new_installer_requestā, we need to send the request for saving the document to the Guardian. To do this we click on the āSendā 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 āTagā under the āPropertiesā 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 āData Typeā 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 āPermissionā 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 āForce New Documentā is unchecked. And since we want to send the document, the āStop Propagationā function is also not enabled.

Programmatically this workflow step looks like this: