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Two Stage Approval

How to use:

  • User adds the workflow to the page

  • The page is initially in In Progress

  • 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 moves to the Further Approval status where the next lot of approvers are notified 

    • If it’s Approved:

      • It moves to the Approved status.

    • If Rejected it will move to the Rejected status

  • If Rejected it will move to the Rejected status

If the page is edited at any point of the workflow it will return to the In Progress status

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

To begin using the workflow you need to set the Approvers (groups/users) that require to approve the page at both statuses.

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.

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