Workflow rule - Send for approval
The
send for approval
action enables you to automatically use an approval template
to send a file when the selected conditions are met. note
The trigger for this action can be either a file metadata iSheet or an iSheet with attachments.
Once you have selected
Send for approval
as your action, the Approval template
fields are displayed:
Select up to 10 columns that contain items relevant to the approval process:
Select an active
approval template
from the drop-down list:
note
Approvals must be active in the Files module for this rule to trigger; open
Admin
, Files
, then scroll down and select Enable approvals
:You must also create one or more
approval templates
.A request for approval is sent to the assigned 'approvers', as defined in the template.
Select
Save
to save your actions.