Approval Process
Setting-up Approval on a App
- Select a Site
- Click App Name on site menu
- Click “App – Settings” from “More…” drop down menu located on top right corner of page
- Click “Approval Process” link in left hand menu
- Click “Settings” link located on top right corner of page
- Two types of approval are available
- App Level: To turn on Folder level approval process, click “On” button on “App Level” section. App level approval means that all the records in that App will have same approval process.
- Record Level: To turn on Record level approval process, click “On” button on “Record Level” section. Record level approval means that all the records can have their own approval process.
Note: In case both App level and Record level process is “On”, then if defined Record level approval process will take precedence on App level approval process. That means you can have a default approval process in form of App level approval process. And then can define a different Record level approval process where required.
- App Level: To turn on Folder level approval process, click “On” button on “App Level” section. App level approval means that all the records in that App will have same approval process.
- Click “Apply” on “Approval Settings” dialog
To define approval process
- Select a Site
- Click App Name on site menu
- Click “App – Settings” from “More…” drop down menu located on top right corner of page
- Click “Approval Process” link in left hand menu
- Provide “Title”
- Provide “Assigned To”. This is the person who will approve the Record
- Advanced Settings: You can provide additional settings for approval as well. To do this click “Advanced Settings”. Provide “Additional Approval”. This will be considered as second approver. To provide a To Do list with approval:
- Click “New Item” next to “To Do”
- Provide To Do and click Save button next to To Do text box
- Repeat step i to ii to add multiple To Do
- Click “Apply”
Modify existing approval process
- Select a Site
- Click App Name on site menu
- Click “App – Settings” from “More…” drop down menu located on top right corner of page
- Click “Approval Process” link in left hand menu
- Click “Modify” button
- Each approval step is represented in form of a light blue card
- Following actions are available:
Adding a New Step- Click “New Step” located below approval cards
- Follow steps 5 to 8 in “To define approval process” section
Editing an Existing Step- Click “Edit” located top right section approval card
- Follow steps 5 to 8 in “To define approval process” section
Removing Existing Step (only possible if more than one steps are there)- Click delete icon
located next to approval card
- Click “Confirm” button in the confirmation box to remove the approval step
Removing existing approval process
- Select a Site
- Click App Name on site menu
- Click “App – Settings” from “More…” drop down menu located on top right corner of page
- Click “Approval Process” link in left hand menu
- Click “Remove Approval” button
- Click “Confirm” button in the confirmation box to remove the approval process