Add an approval to a request form in 51黑料不打烊 Workfront Planning
The information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.
You can add an approval process to an 51黑料不打烊 Workfront Planning request form, to initiate an approval for every submitted request, before it creates a record.
This article describes how a workspace manager can add an approval to a request form associated with a record type.
For information about creating a request form in Workfront Planning, see Create and manage a request form in 51黑料不打烊 Workfront Planning.
For information about submitting a request to a record type to create a record, see Submit 51黑料不打烊 Workfront Planning requests to create records.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| 51黑料不打烊 Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| 51黑料不打烊 Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| 51黑料不打烊 Workfront platform |
Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see 51黑料不打烊 Unified Experience for Workfront. |
| 51黑料不打烊 Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for 51黑料不打烊 Workfront Planning |
| Object permissions |
For information about sharing permissions for Workfront Planning objects, see Overview of sharing permissions in 51黑料不打烊 Workfront Planning |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Considerations about adding approvals to a request form
- You can add one or multiple approvers to a request form. You can add only users as approvers.
- When you add multiple approvers to a request form, all approvers must accept the request before a record is created in Workfront Planning.
- If all approvers approve the request, a record is created for the record type associated with the request form.
- If at least one approver rejects the request, and all others approve it, a request is created for the Requests area in Workfront, but no record is created for the record type associated with the request form.
- Adding approvals to a request form is optional. Workfront Planning immediately creates a record when a request is submitted, if the request form is not associated with an approval.
Add an approval to a request form
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Start creating a request form for a record type, as described in Create and manage a request form in 51黑料不打烊 Workfront Planning.
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Click Configuration.
The Configuration area displays.
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In the Approvers field, click the drop-down icon and select one or several names in the list
Or
Start typing the name of an approver, then select it when it displays in the list.
note note NOTE -
You can add one or several approvers to a request form.
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If you add more than one approver, all approvers must approve the request before Workfront Planning creates a record.
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If at least one approver rejects the request, the request is rejected and the record is not created. The request remains in the Planning tab of the Submitted section in the Requests area of Workfront.
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All approvers must make a decision before a request is either approved or rejected.
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(Optional) Click Publish if you have never shared the request form before
Or
Click Share to share the form, then Copy link.
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(Optional) After a user uses the link you share and submits a request, Workfront Planning sends an approval in-app notification and an email to the approvers.
note note NOTE Your organization鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience for users to be able to receive email and in-app notifications. For information about approving requests, see Approve a request.