核准程序概觀

系統層級全域核准程式：使用者可以將這些連結附加到下列任一項：

• 核准區段中的專案、任務或問題
• 在編輯專案方塊中的任務預設核准流程區域
• 在預設核准流程區域中專案的佇列詳細資訊或佇列主題區段中。 專案必須啟用為請求佇列。

群組層級全域核准程式：使用者可以將這些內容附加至下列專案：

• 屬於「核准」區段中與核准流程相關聯之群組的專案、任務或問題
• 在任務預設核准流程區域中屬於與核准流程相關聯之群組的專案的「編輯專案」方塊中
• 在預設核准流程區域中專案的佇列詳細資訊或佇列主題區段中。 專案必須啟用為請求佇列，且必須屬於與核准流程關聯的群組。

如需有關建立系統層級或群組層級核准流程的資訊，請參閱建立工作專案的核准流程。

單一使用核准程式：用於單一專案、任務、問題、範本或範本任務。 此型別的核准程式只會影響與其關聯的物件，而無法與任何其他物件關聯。

如需有關建立單一使用核准流程的資訊，請參閱將新的或現有的核准流程與工作建立關聯。

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.

  存在下列情況：

  • 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.

The Workfront administrator or a user with administrative access to approval processes can create a system-level global approval processes for use throughout the system. A group administrator with administrative access to approval processes can create a group-level global approval process for use only by a certain group that they manage.

If you don't want to use a predefined system-level or group-level global approval process for a work item, you can create and attach a single-use approval process to it when you have Manage permissions to the object for which you want to attach the approval process.

When attaching a group-level approval process to an item using group-level custom statuses, changing the Group of the project might create a conflict between the approval statuses of the previous group and those existing at the system level. Consider removing the group-level approval processes on the project, or its tasks or issues before updating the group. For information about creating group-level approval processes, see Group-level approval processes. For information about creating custom group statuses, see Create or edit a group status. For information about updating the Group of a project, see Edit projects.