Project managers apply approval flow templates to create
multiple-step approvals for creative items in Review
Areas.
About this task
System administrators who have Manage all Content security
permission can create approval flow templates. Project
managers can modify an approval flow after they select the template
in a Review Area but cannot add approvals
or steps. Contact your system administrator if you need
changes made to a template. Examples of modifications
include disabling unnecessary approvals and steps and changing the
duration of a step.
Complete the following steps
to create an approval flow for a creative item in a Review
Area.
Procedure
- In a Review Area, select .
- In the Refers To field, select the version of the deliverable
that you want to submit for approval.
- On the New Approval Flow page, select
the appropriate template from the Based On drop-down list.
- Optional: Change the title and description so it is appropriate
for the creative item.
Tip: Make the title and description unique so it is easier to
identify approvals on the My Approvals page.
- Select whether to automatically or manually close each
step and the approval flow.
- Optional: Edit the template before you use it.
- Edit step names or descriptions.
- Edit approval names or descriptions.
- Edit step durations.
- Change version locking.
- If an approval in a step is not needed, you can select
it in the Flow Overview and click Disable
Approval.
Disabling
an approval grays out the box and strikes through the approval name
so it is not included in the approval flow. If you
disable all approvals within a step, the step is
effectively disabled.
- For each step, select whether all reviewers or just one
reviewer must approve.
- Add at least one reviewer for each approval. The list box
on the left side displays the available reviewers,
who are all members of the current review area. The box on
the right side displays the list of selected reviewers. Select
names and use the arrows to move them from one side
to the other.
Note: If you do not see the
name of the reviewer in the left side, update the
security of the project or the Review Area to
include that person.
- Click Save when you are done.
Results
Alerts are sent to the reviewers in step one
of the approval flow.