Create content and Request for Approval

PREREQUISITE:

Please reach out to your Customer Success Manager to enable the Content Review and Approval feature for your application environment. To learn more, see Configure your Application Environments.

When the content is finished being created, the Content Creator can request the Approver through Apty Studio to review and grant permission to publish the content. This request is sent via mail to the Approver, who can then use the Admin Console to review the content.

User Roles and Permissions for Content Review and Approval

Content_review_and_approval_user_roles.png

Content Review Status

Status Description
PENDING The Workflow is waiting to be reviewed.
APPROVED The Workflow has been reviewed and approved for publish.
REJECTED The Workflow has been reviewed and rejected for Publish.

 

Use the following steps to submit your Workflow for review and approval in the main environment.

1.  Log in to your Apty Studio.

2.  Select your Application.

3.  Click Workflows.

4.  Click the ellipsis on the Workflow you want to submit for review and approval.

5.  Click Publish from the dropdown to navigate to the Publishing section.

Note:

Alternatively, you can use the following steps to navigate to the Publishing section:

1.  Click the Workflow you want to submit for review and approval.

2.  Click the ellipsis on the heading bar.

3.  Click Publish.

6.  In the Publishing section, click the ellipsis on your main environment(for example, ENVIRONMENT1 or the Production environment) and then click Request to Publish from the dropdown..

Note:

  • The Request to Publish option will appear on the current environment only if the content in the preceding environment has been published.
  • The Approver receives this request notification via mail and then uses the Admin Console to review the content.
  • Depending on the Approvers action, the Status of the content may change to PendingApproved, or Rejected
Workflow Status Description
PENDING The Workflow is waiting to be reviewed
APPROVED The Workflow has been approved and ready to Publish
REJECTED The Workflow has been rejected for Publish.

 

To learn more about reviewing, approving, or rejecting requested content, see Review Content and Approve for Publish and Review Content and Reject for Publish.