Build an approval cycle

1. Create a Start Approval node: this will start the approval cycle.
2. Create a Wait For Approval node: this node will wait for the individual approvals and puts the workable on hold. The workable will be released when the file is approved, rejected or delegated. See Approve or reject a file for more information.
3. Create a Route After Approval node: this node will collect all the individual approvals, and send the workable to a certain flow-path depending on the assessments of all participants.
4. Connect the nodes this way:
   1. Connect the success output of the Start Approval node to the input of the Route After Approval node.
   2. Connect the approvals output of the Start Approval node to the input of the Wait for Approval node.
   3. Connect the success output of the Wait for Approval node to the approvals input of the Route After Approval node.

For complete flexibility, you can add many more steps to your approval cycle :

• Add a Prepare PROOFSCOPE node: this will prepare the necessary data to view the rendered file in PROOFSCOPE.
• Add a Generate Proofscope URL node: this will prepare a URL that can be used to view one or more files in PROOFSCOPE.
• Add a Send E-mail node: this will send invitations by e-mail to all participants in the approval.
• ...

All workables are routed to the Route After Approval node. This node waits until all participants have made an approval decision and collects these decisions. Depending on the Policy in the node, the file receives an overall status and is approved or rejected. Policy options:

• All Participants need to Accept: all participants need to approve the file.
  • If all participants approve, the file is approved.
  • As soon as one of the participants rejects, the file is rejected.
• All Participants need to assess: all participants need to either approve or reject.
  • If all participants approve, the file is approved.
  • If one of the participants rejects, the file is rejected, but only after all participants have assessed the file.
• Only One Participant needs to Accept or Reject: the first participant determines the routing.
  • As soon as one of the participants approves, the file is approved.
  • As soon as one of the participants rejects, the file is rejected.

A combined approval is an approval where several approval steps are involved.

• Steps can be added
  • by selecting the Combined checkbox in the Start Approval node, or
  • by selecting Add Step in the APPROVAL tab.

The final status depends on the combination of the outcome of the approval steps.