Regler för godkännande¶

Studio approval rules are used to automate approval processes for actions. They allow you to define the criteria for when an approval is required before an action can be performed using a button.

Konfiguration¶

To add approval rules, proceed as follows:

1. Open Studio and switch to the required view.

2. Select the button for which you want to add approval rules.

3. In the Properties tab on the left, enable the Set approval rules feature.

4. Specify the Approval Group to limit the approval permission to a specific user group.

5. Define the Responsible user to create an activity for a specific user when an approval is requested from them.

6. Add a Description to be displayed in the Approval dialog.

7. Enable Limit approver to this rule to require approvers to be different users (when there are multiple approval rules).

Optionally, you can also add conditions for the approval rule to be applied by clicking the (filter) icon next to the Approval Group field.

Click Add an approval rule to add another rule.

Click the (trash) icon next to the Approval group field to delete the approval rule.

Användning¶

Once approval rules have been defined for a button:

• A user avatar icon is displayed next to the button’s label for each approval rule that has been defined.

  

• When an unauthorized user clicks the button, an error message is displayed in the top-right corner and an activity is created for the user specified in the Responsible field.

• Only users from the group defined in the Approval Group field are allowed to approve or reject the action.

Authorized users can:

• approve and perform the action by clicking the button;

• approve the action and allow another user to perform it by clicking the user avatar icon next to the button’s label, then clicking the (Approve) button in the dialog that opens.

• reject the action by clicking the user avatar icon next to the button’s label, then clicking the (Reject) button in the dialog that opens.