Simple Approval

How to use:

• User adds the workflow to the page

• Once user has completed their work they send it off to Approval where the approvers defined in the workflow configuration are notified their approval is needed

• Approvers must give a comment when they approve/reject

• If it’s Approved it will stay in that status until the page is edited where it will go to In Progress.

• If Rejected it will stay in that status until the page is edited where it will go to In Progress.

Additional Configuration

In order for the workflow to be tailored to your business, you need to edit the configuration of the following Statuses.

Approval Status

Here is the default configuration that comes with the Workflow. You need to set the Approvers (groups/users) that you need to approve the page at this status. In addition to this you need to set the Quorum Size to be the total number of approvals needed to transition to the Approved status.

For more information about the other settings click here.

Need support? We’re here to help 🧡

If you have any questions or would like to speak with us about Workflows, please don’t hesitate to reach out to our Customer Support team.