Approve, reject or delegate files

If a decision is required, one of the following options is displayed on the top right:

• To buttons: Approve or Reject.. This is the case when the approval was started without an Approval Form.

  

• A button Show Approval Form. This is the case when the approval was started with an Approval form. You can create an Approval Form in Start Approval node, parameter Display Form. If you select that button, the Approval Form is displayed in the Sidebar, where you can approve or reject the file:

  

If you have selected the checkbox Allow Delegating in the Start Approval node, a button Delegate... is also displayed. If you select this button, the decision to approve or reject the file will be delegated to another user. Options:

• Add approver: if you select this option, an extra participant of the approval workflow is added. This participant will receive a link to the file and will also be invited to approve, reject or delegate the file. Depending on the Policy in the Start Approval 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.
• Add informative approver: if you select this option, an extra participant of the approval workflow is added. This participant will receive a link to the file and will also be invited to approve, reject or delegate the file. However, this participant's decision is strictly informative and does not have an influence on the approval workflow.
• Transfer approval: if you select this option, the file is sent to another participant (who is not the initial approver). This participant will receive a link to the file and will also be invited to approve, reject or delegate the file.
• Approver e-mail: here you can enter the participant's email address.