Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt
namebasicapprovalworkflow_overview

The Basic Approval Workflow is bundled with the app and on application of the workflow the content (. When applied to a page or blog post) , it can be in one of the following three states:

  • Review - while the page is awaiting review

  • Approved - when the page has been is approved

  • Rejected - when the page is rejected

Each time the page is edited The workflow transitions back to the Review state when a page editor updates a page in either the Approved or Rejected state the workflow transitions back to the Review state.

On this page

Table of Contents


E-signatures can be required for reviewers on for each individual approval in the Review and Rejected states. The credentials requirement can be is set for each approval using workflow builder.

Info

A space administrator can apply a Comala Document Management workflow can be applied to all the pages and blog posts in a space.

Workflow states and state transitions

The Review state has a content review , named Approval.

Image RemovedImage Added

The reviewer simply decides on the whether to approve or reject the content. The workflow sets the transition destination state for each decision is set by the workflow.

The Approved state in this workflow is defined as the workflow's final (or published) state in the workflow.

Image RemovedImage Added

Info

In the Basic Approval workflow, the workflow content transitions the content to the Review state when a user edits the page or blog post.

The workflow popup has a Document Activity button to display the workflow document activity.

Adding approval assignees

Using the workflow popup, you can manually assign one or more users to review the content in the Review state and, and if required necessary, add a note for the reviewer.

If you assign multiple users to undertake the content review,  each assigned reviewer will need to give their individual approval before the content is approved and any approved transition takes place.

Navigating between Versions

When an approved Editing a page that has been edited, it transitions approved causes the workflow to transition to the Reviewstate.

In this moment, there There are two versions or views of the same page

  • the previously approved version of the page i.e.

    • the page

    in the state Approved
    • version, when the workflow transition to the Approved state occurred

  • the page with the latest modification i.e.

    • the page version in the Review state

If we are in the Review state, we can always navigate to the page latest approved page version , with using the View approved link.

Image RemovedImage Added

This option allows you to easily view the latest approved version while the page is in the workflow draft state Review.

Image RemovedImage Added

In the latest approvedversion we can navigate to the current content version that is awaiting review with the View pending approval link.

Info

Choose the Approved (Compare versions) breadcrumb link to display details of the current version of the content.

Related pages

Child pages (Children Display)
pageApplying workflows