审批流程概述

系统级别的全局审批流程：用户可以将这些流程附加到以下任何一项：

• 审批部分中的项目、任务或问题
• 在任务默认审批流程区域的编辑项目框中
• 在项目的默认批准流程区域的队列详细信息或队列主题部分。 项目必须启用为请求队列。

组级全局审批流程：用户可以将这些流程附加到以下内容：

• 属于与审批部分中的审批流程关联的组的项目、任务或问题
• 在任务默认审批流程区域的“编辑项目”框中，为属于与审批流程关联的组的项目
• 在项目的默认批准流程区域的队列详细信息或队列主题部分。 项目必须启用为请求队列，并且必须属于与审批流程关联的组。

有关创建系统级别或组级别审批流程的信息，请参阅创建工作项的审批流程。

一次性审批流程：用于单个项目、任务、问题、模板或模板任务。 此类批准流程仅影响与其关联的对象，不能与任何其他对象关联。

有关创建一次性审批流程的信息，请参阅将新的或现有的审批流程与工作关联。

You must create the project, task, issue, template, or template task before the approval process can be associated with them.

An approval process is always associated with two essential things:

• Each approval process corresponds to a certain work item status in the Workfront system. When you change the status of a work item, an attached approval for that status requires the status change to be confirmed before the new status can be assigned to the item.

  note tip
  TIP
  You can associate a group-level approval with a global or a group-level status. You cannot change the status of an item using an approval process to a status other than the one associated with the approval process. For example, if you have a task approval associated with the status of In Progress, the task automatically changes its status to In Progress when the approval is granted. It cannot automatically change its status to Completed or any other status that is not associated with the approval. The entities associated with an approval process can be users, job roles, or teams. Users are ultimately responsible for accepting or rejecting the approval. You can assign approvals to users who fulfill a certain role on the project. For example, you can assign an approval to a Project Owner, or Sponsor. For more information, see Create an approval process for work items.

  存在以下情况：

  • When you assign an approval to job roles, any user on the Project Team who is associated with the job role can make a decision on the approval. The role associated with the approval can be either their Primary Role or any Other Roles.

    For information about the Project Team, see Project Team overview.

  • When you assign an approval to a team, any member of that team can make a decision on the approval. The team associated with the approval can be either their Home Team or any of their Other Teams.

    For information about a user's roles and teams, see Edit a user's profile.

When you create a work item, it does not automatically have an approval process attached. You must attach one manually if you want to use one. For information about attaching an approval process to an item, see Associate a new or existing approval process with work.

Workfront管理员或对批准流程具有管理访问权限的用户可以创建系统级别的全局批准流程，以在系统中使用。 对批准流程具有管理访问权限的组管理员可以创建组级别的全局批准流程，以便仅由他们管理的特定组使用。

如果不想对工作项使用预定义的系统级或组级全局审批流程，则可以在对要为其附加审批流程的对象具有“管理”权限时，创建并附加一次性审批流程。

当使用组级别自定义状态将组级别审批流程附加到项时，更改项目的组可能会导致上一个组的审批状态与系统级别上现有的审批状态之间发生冲突。 在更新组之前，请考虑删除项目或其任务或问题的组级别审批流程。 有关创建组级审批流程的信息，请参阅组级审批流程。 有关创建自定义组状态的信息，请参阅创建或编辑组状态。 有关更新项目组的信息，请参阅编辑项目。