The page has been translated by Gen AI.

Approval Template Settings

Approval templates can be used in workflows and releases, and they include approval lines and approval contents.

ItemDescription
Approval LineFrequently used approval lines can be preset.
Approval ContentFrequently used approval contents can be preset.
Table. Approval Template Provided Items

Getting Started with Approval Template Settings

To start setting up approval templates, follow these steps:

  1. Main page, click the Release Management icon next to the project group name. Move to the Release Management page.
  2. On the Release Management page, click the Release Management > Approval Template Settings menu from the left menu.

Approval Line

Getting Started with Approval Line

To start using the approval line, follow these steps:

  1. Main page, click the Release Management icon next to the project group name. Move to the Release Management page.
  2. On the Release Management page, click the Release Management > Approval Template Settings menu from the left menu. The Approval Template Settings screen appears.
  3. On the Approval Template Settings screen, click the Approval Line tab.

Adding Approval Line Templates

To add an internal approval line template, follow these steps:

Internal approval lines can be created for owners and masters within the project group.

  1. On the Approval Template Settings screen, click the Internal Approval Line tab. The Internal Approval Line screen appears.
  2. On the Internal Approval Line screen, click the Add button. The Add Approval Line Template popup opens.
  3. In the Add Approval Line Template popup, enter the information and click the Save button.
ItemDescription
Template NameEnter the template name.
Approval ResponsibleSearch for the approval responsible and add it to the approval line.
  • Only project group members can be searched and added as responsible.
Approval Edit
  • Approval, agreement, notification change
  • Approval order change
  • Approval responsible deletion
Table. Approval Line Template Addition Input Items

Viewing Approval Line Details

To view the approval line in detail, follow these steps:

  1. On the Internal Approval Line screen, click the approval line you want to view in detail.
  2. The Approval Line Details screen appears.

Modifying Approval Lines

To modify an approval line, follow these steps:

  1. On the Internal Approval Line screen, click the approval line you want to modify. The Approval Line Details screen appears.
  2. On the Approval Line Details screen, click the Modify button. The Modify Approval Line screen appears.
  3. On the Modify Approval Line screen, complete the modification and click the Save button.
  4. Click the OK button in the confirmation popup to complete the modification.

Deleting Approval Lines

To delete an approval line, follow these steps:

  1. To delete an approval line, use one of the following methods:
    • On the Approval Line Details screen, click the Delete button.
    • On the Approval Line List screen, select the approval line you want to delete and click the Delete button.
  2. Click the OK button in the confirmation popup to complete the deletion.

Managing Approval Contents

Getting Started with Approval Contents

To start using approval contents, follow these steps:

  1. Main page, click the Release Management icon next to the project group name. Move to the Release Management page.
  2. On the Release Management page, click the Release Management > Approval Template Settings menu from the left menu. The Approval Template Settings screen appears.
  3. On the Approval Template Settings screen, click the Approval Content tab.

Creating Approval Content Templates

To add an approval content template, follow these steps:

  1. On the Approval Template Settings screen, click the Approval Content tab. The Approval Content screen appears.
  2. On the Approval Content screen, click the Add button. The Add Approval Content Template popup opens.
  3. In the Add Approval Content Template popup, enter the information and click the Save button.
  4. Click the OK button in the confirmation popup to complete the addition.

Viewing Approval Content Details

To view the approval content in detail, follow these steps:

  1. On the Approval Content screen, click the approval content you want to view in detail.
  2. The Approval Content Details screen appears.

Modifying Approval Contents

To modify an approval content, follow these steps:

  1. On the Approval Content screen, click the approval content you want to modify.
  2. The Approval Content Details screen appears, then click the Modify button. The Modify Approval Content screen appears.
  3. On the Modify Approval Content screen, complete the modification and click the Save button.
  4. Click the OK button in the confirmation popup to complete the modification.

Deleting Approval Contents

To delete an approval content, follow these steps:

  1. To delete an approval content, use one of the following methods:
    • On the Approval Content Details screen, click the Delete button.
    • On the Approval Content List screen, select the approval content you want to delete and click the Delete button.
  2. Click the OK button in the confirmation popup to complete the deletion.
Workflow Management
Task