Basic Approval Workflow

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

Workflow states and state transitions

The Review state has a content review named Approval.

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

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

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, if 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 approval before the content is approved and any approved transition takes place.

Navigating between Versions

Editing a page that has been approved causes the workflow to transition to the Review state.

There are two versions or views of the same page

• the previously approved version of the page

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

• the page with the latest modification

  • the page version in the Review state

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

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

Related pages

• Add a Comala Document Management workflow to an individual page (page workflow)
• Add a Comala Document Management workflow to all documents in a space (space workflow)
• Basic Approval Workflow
• Content Expiry Workflow
• Quality Management System QMS Workflow
• Custom workflows
• Onboarding workflows