Basic Approval Workflow
- Robert Alexander Marshall
Basic Approval workflow
The Basic Approval Workflow can be in one of the following three workflow states
Review - the page is awaiting review
Approved - the page has been approved
Rejected - the page is rejected
Each time the document is edited in the Approved or Rejected state the workflow is reset back to the Review state (the updated transition).
Review state
The Review state has a content review.
A single user can approve or reject the approval and action the workflow transition to the destination state
approved decision transitions the workflow to the Approved state
rejected decision transitions the workflow to the Rejected state
One or more users can be manually assigned to undertake the approval
once a user is assigned, only the assignee can undertake the approval decision
Additional assignees can be added if the workflow has not transitioned to a new state.
Existing assignees who have yet to make a decision can be unassigned.
Approved state
The Approved state is the final (or published) workflow state.
The final state can be used with the Comala Publishing for Cloud app to publish and sync page content to another space in the same cloud site.
Rejected state
The Rejected state also has a content review
Adding assignees to an approval
You can assign people to review a document, together with a note.
If one or more users are assigned to review a document, each person needs to give their approval before the document becomes approved. Once a user is assigned, only assignees can undertake the approval decision.
Navigating between versions
When an approved document has been edited, it transitions to the Review state.
At this moment, there are two versions or views of the same document
the last approved version of the document
the document version on the last transition to the Approved state
the current document with the latest modification - a draft version
the document in the Review state
If we are in the Review state, a byline item, View approved, is added as a link to navigate to the last approved document version.
When viewing the last approved document version use View pending approval byline item to navigate to the current version in a draft workflow state (the Review or Rejected state in the Basic Approval Workflow).
The Approved (Compare versions) link displays details of the current version of the content.