Approval Template Settings

The approval template can be used in workflows and releases, and it includes an approval line and approval content.

Getting Started with Approval Template Configuration

To begin setting up the approval template, follow these steps.

1. On the Main page, click the Release Management icon next to the project group name. You will be taken to the Release Management page.
2. On the Release Management page, click the Release Management > Approval Template Settings menu in the left menu.

Approval line

Getting Started with Approval Line

To start using the approval line, follow the steps below.

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

Add approval line template

To add an internal approval line template, follow the steps below.

You can create an approval line for users who are Owners or Masters within the project group via the internal approval line.

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. Add Approval Line Template Enter the information in the popup window and click the Save button.

   Item	Explanation
   Template name	Please enter the template name.
   Approval Officer	Search for the approver and add them to the approval line. Only project group members can be searched and added as approvers.
   Approval editing	Change of approval, agreement, and notification Change approval order Delete approver

   Table. Additional Input Items for Approval Line Template

Approval Line Details

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

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

Edit approval line

To modify the approval line, follow the steps below.

1. On the Internal approval line screen, click the approval line you want to edit. The Approval line details screen will appear.
2. On the Approval Line Details screen, click the Edit button. The Edit Approval Line screen appears.
3. On the Edit Approval Line screen, after completing the approval line modification, click the Save button.
4. In the confirmation popup, click the Confirm button to complete the edit.

Delete Approval Line

To delete the 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.
   • In the Approval line list, select the approval line you wish to delete, then click the Delete button.
2. In the confirmation popup, click the Confirm button to complete the deletion.

Manage approval content

Getting Started with Approval Content

To start using the approval content, follow the steps below.

1. On the Main page, click the Release Management icon next to the project group name. You will be taken to the Release Management page.
2. Release Management page, click the Release Management > Approval Template Settings menu in the left menu. The Approval Template Settings screen appears.
3. Approval Template Settings on the screen, click the Approval Content tab.

Create approval content template

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. Add approval content template Enter the information in the popup window and click the Save button.
4. In the confirmation popup, click the Confirm button to complete the addition.

View approval details

To view the approval details in detail, follow these steps.

1. On the Approval Content screen, click the approval item you wish to view in detail.
2. Approval Details screen appears.

Modify approval content

To edit the approval content, follow the steps below.

1. On the Approval Content screen, click the approval content you want to edit.
2. When the Approval Details screen appears, click the Edit button. The Edit Approval Details screen appears.
3. On the Edit Approval Content screen, after completing the approval content edit, click the Save button.
4. In the confirmation popup, click the Confirm button to complete the edit.

Delete approval content

To delete the approval content, follow the steps below.

1. To delete the approval content, use one of the following methods.
   • On the Approval 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. In the confirmation popup, click the Confirm button to complete the deletion.