승인 규칙¶

Studio approval rules allow you to require the approval of one or several users before an action can be performed using a button.

환경 설정¶

To add an approval rule:

1. Open Studio and switch to the required view.

2. Select the button to which the rule should be applied.

3. Click Add an approval step in the Properties tab.

4. Specify which users are responsible for approving the action by using one of the following fields or both:

   • Approvers to specify one or several users;

   • Approver Group to specify one user group.

     참고

     An activity is created for all users set as Approvers when their approval is requested.

5. (optional) Select the Users to Notify via an internal note when the action is approved or rejected.

6. (optional) Add a Description to be displayed on the button.

To add another approval step, click Add an approval step. When there are multiple steps, you can:

• Enable Exclusive Approval on any step so that a user who approves a step cannot approve another step for the same record.

• 단계에서의 승인 순서 를 변경하려면 숫자를 선택합니다. 1`를 선택하면 첫 번째 단계, `2`는 두 번째 단계가 되는 식입니다. 상위 단계를 담당하는 사용자는 :guilabel:`단독 승인 을 선택하지 않는 이상, 이전 단계를 승인/거부할 수 있습니다.

Click the (trash) icon next to the Approvers field to remove an approval step.

사용¶

Once an approval rule has been defined for a button, a user avatar icon is displayed next to the button’s label for each approval step. Clicking an icon reveals the step(s).

Authorized users can:

• Perform the action directly by clicking the button if it is the last/only approval step.

• 활동을 승인하고 다른 사용자가 수행하도록 하거나, 다음 승인 단계로 이동할 수 있도록 버튼 라벨 옆에 있는 사용자 아바타 아이콘을 클릭한 다음 )을 클릭합니다.

• Reject the action by clicking the user avatar icon next to the button’s label and then the (reject) button.

• (only for users selected under the Approvers field) Delegate their approval rights to one or several users for all records by:

  • Clicking the (kanban view) icon and then Delegate.

  • Selecting one or several Approvers, Until when they will have approval rights (forever if left empty), and, optionally, the user(s) who should be notified via an internal note using the Notify to field.