The new approval request action can be found by clicking on the action menu to the right of the green plus button on the approvals page.
This article contains information about the following topics.
Approval Header - The subject of an approval
or by clicking on the action on the create new approval action in the approvals menu of the right menu of a draft revision
It is only possible to create new workflows in projects where not all draft statuses have been archived or draft revisions were uploaded prior to archiving all draft statuses.
This is what the header of a new approval can look like:
Title
The title of the approval reaquest.
An approval has to at least have a title to be submitted
Publisher
The publishing member has the final say in the validation outcome of the the drafts in the approval based on the reviews submitted by the reviewers.
By default the publisher is set to anyone with access which means anyone can publish the approval after it has been created.
Click on the publisher dropdown to configure a member as publisher.
Created by
The creator of the approval.
Due date / Miletone
The due date and/or milestone of the approval
Reviewers (optional)
Here reviewers that can make comments, approve or deny the drafts in the approval can be assigned.
Maximum reviewers: 20
Minimum reviewers
By default the minimum amount of reviewers is the amount of reviewers that have been selected.
At least one member has to be selected as reviewer to submit an approval.
When working by themselves approval creators can set themselves as reviewer if they will be the ones reviewing the approval they are creating.
The minimum number of reviewers is the amount of reviewers required to give a review to publish the approval.
The minimum number of reviewers must be less than or equal to the amount of selected reviewers because there cannot be more required reviewers than the total amount of reviewers.
Minimum reviewers: 1
If not enough reviewers submit their review the member set as publisher can force the final validation of the approval.
Approval Body - The content of an approval
This is what the body of a new approval can look like:
Description
The description of the approval follows the general formatting rules of posts.
Drafts
The draft revisions in each document that is to be validated.
Add draft
Click here to read more about adding drafts
Any amount of draft revisions in documents can be added to an approval request resulting in any amount of topics that are created as a result of publishing the approval request.
Submit
Click on submit to submit the approval.
The following are required to submit the approval request:
Minimum 1 draft revision of a document
A title.
After submitting an approval request it will still be possible to make changes to the approval request.
More documents with draft revisions can be added.
The title can be changed.
The description can be changed.
Draft revisions can be removed from the approval request.
Any amount of draft revisions in documents can be added to an approval request.
In new projects that get created the new status workflow is enabled by default.
With the status workflow activated new revisions get uploaded as shared revisions instead of being able to choose if it should be draft or published upon upload.
New draft approval request
In projects where draft revisions were submitted before the new status workflow was requested to be enabled drafts can continue to be added to approvals with the new draft approval request action.
Both the header and the body will work the same as they used to with the regular approval request before the new status workflow was enabled.