Control if a lock is set after approval

Users can let others know if a component is in a state of completion by giving it an approved state. A component can be approved in the Components browser, in a project, or when resolving a review. As an administrator, you can control if a system lock is placed on the component after a user approves it. If the component is locked, it can only be opened in a read-only viewer.

Tips and tricks

By default, any administrator or most users can mark a component as Approved.

To approve a component, you must have at least one of the following roles or permissions:

  • Be an administrator.
  • If special permissions are required, you must be added to the Content Browser's can_approve module property. Admins can follow the steps in Control who can approve components.
  • If special permissions are not required, you must have permissions to update the component.

Otherwise, users see a greyed out Approve option.

If a user has permission to approve components, they can do so regardless of whether or not you require electronic signatures.

By default, LockforApprove is set to false.

  • If you set LockforApprove to true and the user has permissions to approve components:
    • A system lock is placed on the component to prevents unauthorized changes.
    • The component can only be opened in a read-only viewer.
    • Some actions cannot be performed on a file that is locked.
  • If you set LockforApproved to false:
    • The component remains in the Draft state.
    • The component can be edited in the Oxygen editor.
    • The user can perform actions on the file that are allowed for unlocked files.

To control if a lock is set after approval:

  1. From the Administration menu, select Advanced Settings, and then Features management.
  2. On the Features Management tab:
    1. After LockforApprove, note the state. If the feature is enabled, it says true.
    2. After LockforApprove, click Update.
  3. The checkbox is highlighted in blue. To change the state, clear or select the checkbox.

    • To enable the feature, select the checkbox.
    • To disable the feature, clear the checkbox.
  4. Click Update.
    Admin users must log out and back in to see the changes.