Approval workflow
The workflow screen allows you to view, add to, and update the list of created workflows.
Approval workflow list
Accessing the screen
In the left sidebar menu, click [Operation] -> [Approval workflow].
Field descriptions
Field | Description |
---|---|
ID | Unique ID of the workflow (automatically assigned). |
Name | Name of the workflow. |
Status | "Enabled" or "disabled". |
Batch actions
You can perform the following batch actions by selecting multiple workflows using the checkboxes in the left-most column.
Button | Description |
---|---|
Enable | Enables the selected workflows. |
Disable | Disables the selected workflows. |
Delete | Deletes the selected workflows. |
Approval workflow editor - Basic settings
Accessing the screen
In the left sidebar menu, click [Operation] -> [Approval workflow].
On the workflow list screen, click the name of the workflow you want to edit.
Item descriptions
Basic settings
Item | Description |
---|---|
Name | Name of the workflow.
|
E-mail notification | Option to receive an e-mail notification when content is approved or rejected.
|
Restriction | Select the user group(s) allowed to both approve and request workflows. This is different from the [Permission Settings] for groups.
|
Target content(s)
Select the contents you want to use the workflow for.
E-mail settings
Field | Description |
---|---|
Subject | Subject line for the workflow request message. |
Body | Body text of the request message. |
Actions
Button | Description |
---|---|
Update | Applies the changes made in the [Basic settings] tab. |
Delete | Deletes the current workflow. |
Approval workflow editor - Flow settings
Accessing the screen
In the left sidebar menu, click [Operation] -> [Approval workflow].
On the workflow list screen, click the name of the workflow you want to edit.
On the workflow editor screen, click the [Flow settings] tab.
Item descriptions
Item/Button | Description |
---|---|
Approver group name | Display name when the workflow is selected on the content editor screen. |
Delete group | Deletes the approver group. |
One-time URL | Selecting this option enables you to approve and revert content within a temporary preview screen. |
Approver settings | Specify the approver(s).
|
E-mail notification | Enabling this option sends a notification e-mail to the approver(s) when content has been configured and updated via the workflow. |
Delete | Deletes the current approver settings. |
Add (1) | Adds a new approver to the corresponding approver group. |
Add (2) | Adds a new approver group. |
Update | Applies the changes made in the [Flow settings] tab. |
Related documents
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