Aggiungere un’approvazione a un modulo di richiesta in Pianificazione di Adobe Workfront
You can add an approval process to an Adobe Workfront Planning request form, to initiate an approval for every submitted request, before it creates a record.
This article describes how a workspace manager can add an approval to a request form associated with a record type.
For information about creating a request form in Workfront Planning, see Create and manage a request form in Adobe Workfront Planning.
For information about submitting a request to a record type to create a record, see Submit Adobe Workfront Planning requests to create records.
Requisiti di accesso
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront packages |
Any Workfront package and any Planning package Oppure Qualsiasi pacchetto del flusso di lavoro e qualsiasi pacchetto Planning Per ulteriori informazioni su ciò che è incluso in ogni pacchetto Workfront Planning, contattare il rappresentante del proprio account Workfront. |
| Licenza di Adobe Workfront | Standard |
| Autorizzazioni sugli oggetti |
Manage permissions to a workspace and record type System Administrators have permissions to all workspaces, including the ones they did not create |
Per ulteriori informazioni sui requisiti di accesso a Workfront, vedere Requisiti di accesso nella documentazione di Workfront.
Considerations about adding approvals to a request form
- You can add one or multiple approvers to a request form. You can add users and teams as approvers.
- You can display approval information on a record created by submitting a request form in the Approved by and Approved date fields. For information, see Create fields.
- When you add multiple approvers to a request form, all approvers must accept the request before a record is created in Workfront Planning.
- If all approvers approve the request, a record is created for the record type associated with the request form.
- If at least one approver rejects the request, and all others approve it, a request is created for the Requests area in Workfront, but no record is created for the record type associated with the request form.
- Adding approvals to a request form is optional. Workfront Planning immediately creates a record when a request is submitted, if the request form is not associated with an approval.
Add approval rules to a request form
Approval rules define the approval process based on field values in the submitted requests.
For example, if a request form has the field "Campaign type," a rule can be created that sends the request to one person when the field has the value "Digital", and a different person when it has the value "Print."
Consider the following when adding approval rules:
- You can add one or several approvers to an approval rule.
- If at least one approver rejects the request, the request is rejected and the record is not created. La richiesta rimane nell’area Richieste di Workfront.
- Se si aggiungono più approvatori e l'opzione È necessaria una sola decisione non è abilitata, tutti gli approvatori devono prendere una decisione prima che una richiesta venga approvata o rifiutata.
- Se un team è impostato come approvatore, è necessaria una sola decisione da parte di un membro del team.
Per impostare le regole di approvazione per un modulo di richiesta:
-
Start creating a request form for a record type, as described in the article Create and manage a request form in Adobe Workfront Planning.
-
When the request form opens, click Settings.
The Settings tab opens.
-
To begin configuring approval rules, click Approvals
-
(Optional) If you want to set a default approval process, add at least one user or team to the Approvers field of the Default approval rule area, then click the Only one decision is required checkbox if you want the record to be created after any one of the default approvers has approved it.
-
(Optional) Start adding approval rules. For each custom approval rule, do the following:
- Click Add approval rule
- Click the placeholder title Untitled approval rule and enter a name for the approval rule.
- Click Select a field and select the field that activates the rule.
- Select the operator for the rule. Operators vary based on the type of field.
- If the selected operator requires a value, click the plus icon and add one or more values.
- (Optional) Click Add condition to add more conditions and connect them by And or Or statements by configuring the additional conditions as in steps C-E.
- Nell'area Azioni della regola di approvazione, nel campo Approvatori, aggiungere almeno un utente o un team da impostare presso l'approvatore quando la condizione viene soddisfatta.
- (Condizionale e facoltativo) Se desideri che il record venga creato dopo che uno qualsiasi degli approvatori lo ha approvato, seleziona la casella di controllo È necessaria una sola decisione. In caso contrario, tutti gli approvatori devono decidere in merito all’approvazione prima che la richiesta venga accettata o rifiutata.
note note NOTE Consider the following when adding approval rules: - If only a default rule is set up, it applies to every submitted request.
- If a custom rule is met, the default is not applied to the request approval workflow. Only the matched custom rules apply for approvals and the default rule is ignored.
- If multiple custom rules are met, the first one in the order applies. In this case, the default approval does not apply, if there is one.
-
Click Save to save the approval rules.
-
(Optional) Click Publish if you have never shared the request form before.