Workflows
      Back to home
      1. Help Center
      2. For admins
      3. Workflows

      How do I set up order approvals in advance?

      By setting up a workflow and selecting 'In advance' in the settings.

      If your users need approval before they download items*, start creating templates, or order products, you can set up approvals in advance by setting up a workflow and selecting 'In advance' in the settings:

      • Go to 'Admin' > 'Workflows'.

      Schermafbeelding 2022-09-28 om 20.56.55

      • Give the workflow a name and description (optional). 
      • Select the approvers.
      • In the settings, select:
        • Status: 'Active'
        • Type: 'Default'
        • Time: 'In advance'

      Knowledge Base workflow in advance

      To activate the workflow for the product or template, you need to adjust the product settings: 

      • Go to 'Products' and edit the product or template to which the workflow should apply.
      • Scroll down to 'Workflow' in the settings.
      • Choose the desired workflow from the list.
      • Click 'Workflow active'.
      • Save the product.

      Knowledge base workflow active

      *Workflows for downloadable items only apply to products. This means you can't set up a workflow for media library (DAM) assets. If you want to set up a workflow for an asset, you need to create a product for this asset.