Overview
One or more approvals (content review) can be added to each workflow state in a custom workflow using the workflow builder visual editor in the space settings document management dashboard.
An approval in a workflow state is configured in the approval editor.
manage the reviewers for the approval
set the requirement for reviewer authentication
customize the workflow popup Approve and Reject button names
Approvals can only be added or edited for a custom workflow. To use a customized version of a bundled workflow, create an editable copy of the bundled workflow in the space settings document management dashboard.
Accessing the approval editor
For a custom workflow in the space settings document management dashboard
choose the Edit with Visual Builder icon to the open workflow builder visual editor
choose a state name in the workflow panel
Or the state lozenge in the navigator panel.
This displays the state editor for the chosen state in the left-hand workflow panel.
The state editor displays
the state name
the number of Transitions for the state
the number of Approvals for the state
Editing an approval
Choose Approvals in the state editor to display approvals in the state.
Existing approvals in the state are listed by approval name.
Choose the approval name to edit the approval
Use the editor to change the approval name and a range of attributes including
Reviewers - set the approval behavior for how one or more users can undertake a review
Minimum approvals - set the minimum number of approvals by reviewers required for the approval to be complete
Reviewers
Reviewers for the approval are managed by choosing one of the check buttons in the approval editor.
In this example, the approval is configured to allow one or more users to be assigned as a reviewers using the workflow popup on the page.
A user must have at least view and edit permission for the page to undertake the approval.
Approval reviewers can be set as
Anyone can approve (no restrictions) - any user (with edit permission for the page) can undertake the review
Users can be assigned through the UI - manual assignment using the workflow popup on the page
Set all reviewers that have to approve - set reviewers are assigned as reviewers
The approval can also be set to
require a number of Minimum approvals to be undertaken by reviewers to complete the approval
require reviewer Credentials to authenticate a user using an e-signature
Customize approval decision buttons
The Advanced settings include an option to Set custom action labels to add context to an approval decision.
Use this option to customize the names displayed in the workflow popup for the Approved and Rejected decision buttons for an approval.
Adding an approval to a workflow state
For a custom workflow in the space settings document management dashboard
choose the Edit with Visual Builder icon
select the state to add the approval
To open the approval editor, next to Approvals
choose +add
Or use +Add Approval button in the workflow navigator window.
A name must be added for the approval to add it to the current state.
select the required Reviewers option
choose Add to add the approval to the state
choose Save and Exit to update the workflow in the document management dashboard
One or more approvals can be added and configured separately in the state using the workflow visual builder.
choose Add Approval
In the workflow builder approval editor
add a new approval name
Approvals in a state must have a unique name in the state. However the same approval name can be used for approvals in different states in the same workflow.
select the required Reviewers option
choose Add to add the approval to the state
Both approvals for the state are displayed in the workflow visual builder.
Save and Exit to update the workflow in the space settings document management dashboard
On a page with the applied workflow in the updated workflow state, both approvals must be undertaken to complete the approval process in the workflow state.
Deleting an approval
An approval is removed from a workflow state using the workflow visual editor.
select the approval in the workflow builder state editor
choose the approval name to open the approval editor
choose Delete in the approval editor to remove the current approval from the state
The approval is removed from the state and is no longer listed for the state.
Save and Exit to update the workflow in the space settings document management dashboard
Any Approved or Rejected transitions in the state must be removed separately using the workflow visual editor. Remember to theamend any other state transition to meet your workflow needs in the state.