Add an Inspire Approve Action to a topic workflow template
Inspire provides you with a template for the process of developing content. The Topic Workflow template Inspire provides includes an Activity for approving content. By default, the Transition from the Review Activity to the Approve Activity is completed manually by the user in the Reviewer Workgroup. To automate the approval process, you can add an Action called InspireApprove to have Inspire automatically approve the components in the review (or previous activity).
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.
- 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
- The InspireApprove automated Action is helpful because you can get all the reviewed components (or components from the previous Activity) approved without user intervention.
- When using the InspireApprove action, only the components included in the review (or the previous activity) are approved. No referenced components are 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 Action (InspireApprove) 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 let reviewers (or users in the previous Activity's Workgroup) select referenced components to include in the Approval process, you can use the Inspire Approve Action (InspireApprove) instead. Follow the steps in: Add a Create Approval Action to a topic workflow template.
Before you begin
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 the Inspire Approve action to a topic workflow template:
- Create a new Action for InspireApprove.
- Add the Action to a Transition.
