Add a Create Approval Action to a topic workflow template

You must have permission to work with workflow templates.

• By default, only users with the following permissions can create project workflows and assignments:
  • Administrator permissions
  • Access to the Project Module with the Create permission
• Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.
  • If you are an administrator, refer to Allow users to create project assignments and workflows.
• Users must be project Participants to start a project workflow.
• Non-admins users assigned to an approval task must be added to the Content Browser's can_approve module property. Follow the steps in: Control who can approve components.
• The Create Review activity must be assigned to a workgroup of users that are review coordinators.
• The Reviewing activity must be assigned to a workgroup of users that have reviewing permissions.

Tips and tricks

• If a user in the workgroup confirms that they want to include component references in the approval process, then the component references are included in the approval. Inspire opens the Review Approval screen for the approver with the appropriate components included.
• If a user in the Review workgroup confirms that they do NOT want to include component references in the approval process, then the workflow moves to the approval Activity without including referenced components.
• This automated Action is helpful because the reviewer who want to get all the reviewed components approved can move the workflow to the approval stage with all necessary components included.
• An Action is unique to the template it's included in.
• If you want to use the new or updated Action in a different template, you have to re-create it in that specific template.
• After you add this new Create Approval Action (InspireCreateApproval) to the provided template or a custom template you've created, you can use it in a workflow transition.

  

• If you want the workflow to advance and have all source components approved without user intervention, you can use the Inspire Approve Action (InspireApprove) instead. Follow the steps in: Add an Inspire Approve Action to a topic workflow template.

Before you begin

• As part of this automated action, Inspire sends a notification to all users in the Review workgroup (or the workgroup from the previous Activity).
  • In order to receive these notifications, the users in the Workgroup must have their Notification preferences for Workflow notifications enabled in the Components section.
  • By default, Workflow notifications are enabled for all users with only the in-app option selected.

    

• This automated Action is only available in a topic workflow template (not a sequential reviewer template), or a completely new workflow template component.

• A component cannot be included in the approval process if the ApprovalNotRequired tag has been attached to the component. For more details, read Exclude a file from approval using a tag.

To add a Create Approval action to a topic workflow template: