请求审批 request-approval

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• TL;DR: This page explains how creators submit a journey or campaign for approval, how the available action button depends on whether an active approval policy applies, and how to cancel, edit, and resubmit a request while it is in review.

Intents:

• Determine which action button appears (Activate, Publish, or Request Approval) based on active approval policies
• Submit a campaign or journey for review with the Request Approval button and an optional message to the approvers
• Understand the auto-approval workflow when no policy applies to the selected object
• Cancel an approval request to return the object to the draft stage, then edit and resubmit it
• Respond to requested changes received through an email and a Journey Optimizer alert

Glossary:

• Request Approval: The button that submits a campaign or journey for review when one or more active approval policies exist for that object type in the sandbox. (product-specific)
• Auto-approval workflow: The flow triggered when no approval policy applies to the selected object after clicking Request Approval; the object is automatically approved and either activated or published. (product-specific)
• In review: The state of a campaign or journey after a request is sent, during which the request can be canceled. (product-specific)
• Cancel request: The action that returns the campaign or journey to the draft stage and notifies the reviewers. (product-specific)

Guardrails:

• If no approval policy is active for the object type in a sandbox, campaigns show the Activate button and journeys show the Publish button, allowing activation or publishing without approval.
• If one or more active approval policies exist for the object type in a sandbox, all objects of that type display the Request Approval button.
• If no policy applies to the selected object when Request Approval is clicked, the auto-approval workflow is triggered and the object is automatically approved and either activated or published.
• While an object is In review, you can cancel the request to return it to the draft stage, then make edits and resubmit it for approval.

Terminology:

• Canonical name: Request Approval (button) — variants: Request approval (pane)
• Do not confuse: “Activate” (campaigns, no active policy) ≠ “Publish” (journeys, no active policy) ≠ “Request Approval” (submit for review when a policy is active)
• Do not confuse: “Cancel request” (returns the object to draft and notifies reviewers) ≠ an approver requesting changes
• Do not confuse: an applicable approval policy found (object sent for review) ≠ no applicable policy after clicking Request Approval (auto-approval workflow: automatically approved and activated or published)

FAQ:

• Q: Why do I see Request Approval instead of Activate or Publish? — Because one or more active approval policies exist for that object type in your sandbox.
• Q: What if I click Request Approval but no policy actually applies? — The auto-approval workflow triggers and the object is automatically approved and either activated or published.
• Q: Can I change an object after submitting it? — Cancel the request with Cancel request to return it to the draft stage, make the edits, then resubmit with the Request approval button.
• Q: How am I notified when an approver requests changes? — Through an email and a Journey Optimizer alert accessible when clicking the bell icon, in the Requests tab.