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Approval page

Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated today

Click on an approval on the approvals page to open the approval page of the approval.

This is what the approvals page can look like:

This article contains information about the following topics:

Actions on the approval page

This is what the actions on the approvals page can look like:

Approvals settings

Click here to read more about approvals settings.

Approval navigation

Back to approvals button - Get taken back to the Approvals page.

Top progress bar - Shows the approvals you can navigate to

Note: You can only navigate as many approvals as you had loaded on the approval page. You can load 100 approvals at a time by scrolling down the approval list view.
Unless you scroll all the way down on the approval page or there are less than 100 issues in the board.

This total number is therefore not indicative of the total approvals on the approvals page.

Previous and next buttons

Go to the previous or next approval in the filtered list of approvals

Approval Right menu

The right menu in an approval contains the approval history

This is what the right menu in an approval can look like:

Approval Header - The subject of an approval

This is what the header of an approval can look like:

Title

The title of the approval

Publisher

The user who will publish the approval

Created by

The user who created the approval

Due date / Milestone

The due date and/or milestone of the approval

Reviewers

The reviewers of an approval can look something like this:

Here reviewers can be assigned that can make comments, approve or deny the documents in the approval.

Maximum reviewers: 20

Minimum reviewers

The minimum reviewers required to publish the approval without force publishing it.

Edit reviewers

After an approval has been made you can edit the list of reviewers by clicking on the pencil to the right of the minimum reviewers.

Access required: Approval creator or administrator

Approval Body - The content of an approval

This is what the approval body can look like:

Description

The description of the approval follows the general formatting rules of posts.

Drafts for approval table

If a document has been found to be infected with a virus it will be removed from the approval.

Add draft

Administrators and the creator of the approval will be able to add drafts to this approval.

You can only add a draft to one approval at a time.

If a document has been found to be infected with a virus you will not be able to add it to the approval

Review

This button will take you to the approval file review where you can inspect each draft and make a decision on whether you want to comment, approve, approve with comment, reject or do nothing with the draft.

Approve all - Click the dropdown next to review to approve all drafts with one simple click.

Columns

Drafts - The icon, document structure path and revision name of the draft that is to be approved.

File size - The size of the draft

Uploaded by - The user that uploaded the draft

Status - The draft status of the draft

File review status

The file review status either be Pending approval, Approved with comment, Approved or Rejected

Comment

If there is a comment in the approval you will see a preview of the last comment next to the file review status.

Approval comments follow the general formatting rules of posts.

Action menu

Add review

If no reviewers are set anyone can add a review

If there are reviewers in the approval header only reviewers can add a review

By adding a review you can either comment, approve, approve with comment or reject each draft.

Remove from approval request - Here approval creators or administrators can remove a draft from the approval.

Topic

The number of the topic that was generated as a result of the validation of this revision.

Click on the topic number to open the topic that was generated.

Published revisions table

Similar to the drafts table.

Here revisions that have been published outside of this approval flow are displayed.

Bottom progress bar

Shows the how many drafts have been approved

Bottom actions

Discard

The publisher can discard the approval

Publish

If enough reviewers have approved the approval the publisher can publish the approval

Force publish

If not enough reviewers have approved the approval the publisher can force publish the approval.

If no publisher is set for the approval anyone can force publish.

If a publisher is set for the approval only the publisher can force publish

New validation workflow

This is what the approvals page can look like for projects starting out with the new validation workflow:


The new validation workflow is an on-demand feature that can be requested to be enabled when starting a new project.

It is only possible to create a project based on a template project when the new validation workflow is not enabled in that template project.

Actions on the approval page - New validation workflow

This is what the actions on the approval page can look like:

Use the new approval reaquest action to create a new approval request.
Click here to read more about creating a new approval request.

Approval header - New validation workflow

This is what the approval header can look like:

Title

The title of the approval

Workflow

The workflow that is selected during the creation of this approval

Description

The description of the approval

With the new approval workflow it is not possible to edit the description of an approval after the approval is created.

Approval content - Overview tab - New validation workflow

This is what the overview tab in the approval content can look like:


Approval content - Documents tab - New validation workflow

This is what the documents tab in the approval content can look like:

Right menu
This is what the right menu in the documents tab of the approval content can look like:

Actions in the right menu
Actions in the right menu of the documents tab of the approval content.

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