Approval Workflow

The Approval Workflow tab provides a graphical view of the approval workflow steps defined for each state of a component request. You can view the current status of a component request and can perform the steps or tasks needed to complete it.

The workflow for each state of the component request is defined throughout the request template.

To access this page:

  1. Select the component request and click Information on the toolbar or open the component request. For more information, see Opening Component Requests.
  2. Click the Approval Workflow tab.

Approval Workflow

The approval workflow for a component request corresponds to the component request's lifecycle states. In the step graph, each step circle has a step title and detailed information about that step. Click the caret to expand the view to see the step details. Click the caret again to collapse the view.

The completed workflow steps appear in green. The active workflow steps appear in blue. The workflow steps that are not yet available appear in gray. The selected workflow step appears with darker text and border. Each workflow step consists of several tasks that are optional or mandatory, and some that may be dependent on the completion of others. Complete all mandatory tasks for a workflow step before you can start the next workflow step.

Note: All lifecycle states display until the component request is completed, rejected, or canceled and the Completion Status is Approved, Rejected, or Canceled.

An icon shows the status of each process step task:

Color Approval Workflow Task Status
Green The workflow step task is complete.
Blue Current or active step. You can perform actions on this.
Yellow The workflow step task is mandatory and pending. You can begin working on this task, but you must complete it to move the next workflow step.
Red The incomplete mandatory or dependent task blocks the workflow step.

Approval Workflow Step Column Name Description
Not Started Activities and Activity Type

The activities that can be completed for this workflow step and an indication of whether it is mandatory that they must be completed:

Activity Activity Type Description
Start Submitted Mandatory The component request is created. Start the evaluation.

Actions

No actions
Related Data

A link to other data that is relevant for or related to this workflow step task:

Activity Icon Description
Start Evaluation - -

Owner The person assigned to complete this workflow step task. If the user has a profile image available, it displays before the name; otherwise, a default profile image displays. If the user has an email defined, click the user's profile image to send an email to the user using your default email client. The user's name and address are prefilled in the To: field and the task title is pre-filled as the Subject: field of the email message.
Submitted Activities and Activity Type

The activities that can be completed for this workflow step and an indication of whether it is mandatory that they must be completed.

The request assignee must manually promote the component request to Under Review.
Actions

No actions
Related Data

A link to other data that is relevant for or related to this workflow step task.
Owner The person assigned to complete this workflow step task. If the user has a profile image available, it displays before the name; otherwise, a default profile image displays. If the user has an email defined, click the user's profile image to send an email to the user using your default email client. The user's name and address are prefilled in the To: field and the task title is pre-filled as the Subject: field of the email message.
Under Review Activities and Activity Type

The activities that can be completed for this workflow step and an indication of whether it is mandatory that they must be completed:

Activity Activity Type Description
Start Under Review Mandatory Start the Under Review workflow. Complete this task to activate the Request Approval step. Click or hover over to view the comments provided for the completed task. displays if Comments are enabled for a task.

For more information on settings for task comments, see Installation and Setup | Administrate | 3DEXPERIENCE Platform | 3DSpace | Collaborations and Approvals | Properties Reference | Route and Route Task Properties.

Actions

The actions that you can perform while completing this workflow step task:

Activity Icon Description
Start Request Approval Approve the task.
Reject the task.
or Displays for the task owner if Needs Owner Review is marked in the route task. Click to manually promote or demote the task after the task assignee completes the task.
Displays if Comments are enabled for tasks.

Enter your comments in the Comments dialog box and click Approve or Reject.

Related Data

The data related to this workflow step task:

Activity Icon Description
Start Request Approval -

Owner The person assigned to complete this workflow step task. If the user has a profile image available, it displays before the name; otherwise, a default profile image displays. If the user has an email defined, click the user's profile image to send an email to the user using your default email client. The user's name and address are prefilled in the To: field and the task title is pre-filled as the Subject: field of the email message.
Request Approval Activities and Activity Type

The activities that can be completed for this workflow step and an indication of whether it is mandatory that they must be completed:

Activity Activity Type Description
Start Under Implementation Mandatory Complete this task to activate the Under Implementation step. Click or hover over to view the comments provided for the completed task. displays if Comments are enabled for a task.

For more information on settings for task comments, see Installation and Setup | Administrate | 3DEXPERIENCE Platform | 3DSpace | Collaborations and Approvals | Properties Reference | Route and Route Task Properties.

Actions

The actions that you can perform while completing this workflow step task:

Activity Icon Description
Start Under Implementation Approve the task.
Reject the task.
or Displays for the task owner if Needs Owner Review is marked in the route task. Click to manually promote or demote the task after the task assignee completes the task.
Displays if Comments are enabled for tasks.

Enter your comments in the Comments dialog box and click Approve or Reject.

Related Data

A link to other data that is relevant for or related to this workflow step task:

Activity Icon Description
Start Under Implementation - -

Owner The person assigned to complete this workflow step task. If the user has a profile image available, it displays before the name; otherwise, a default profile image displays. If the user has an email defined, click the user's profile image to send an email to the user using your default email client. The user's name and address are prefilled in the To: field and the task title is pre-filled as the Subject: field of the email message.
Under Implementation Activities and Activity Type

The activities that can be completed for this workflow step and an indication of whether it is mandatory that they must be completed:

Activity Activity Type Description
Start Final Review Mandatory Complete this task to activate the Final Review step. Click or hover over to view the comments provided for the completed task. displays if Comments are enabled for a task.

For more information on settings for task comments, see Installation and Setup | Administrate | 3DEXPERIENCE Platform | 3DSpace | Collaborations and Approvals | Properties Reference | Route and Route Task Properties.

Actions

The actions that you can perform while completing this workflow step task:

Activity Icon Description
Start Final Review Approve the task.
Reject the task.
or Displays for the task owner if Needs Owner Review is marked in the route task. Click to manually promote or demote the task after the task assignee completes the task.
Displays if Comments are enabled for tasks.

Enter your comments in the Comments dialog box and click Approve or Reject.

Related Data

A link to other data that is relevant for or related to this workflow step task:

Activity Icon Description
Start Final Review - -

Owner The person assigned to complete this workflow step task. If the user has a profile image available, it displays before the name; otherwise, a default profile image displays. If the user has an email defined, click the user's profile image to send an email to the user using your default email client. The user's name and address are prefilled in the To: field and the task title is pre-filled as the Subject: field of the email message.
Final Review Activities and Activity Type

The activities that can be completed for this workflow step and an indication of whether it is mandatory that they must be completed:

Activity Activity Type Description
Close Request Mandatory Close the request to complete the workflow steps.

Actions

The actions that you can perform while completing this workflow step task:

Activity Icon Description
Close Request - -

Related Data

A link to other data that is relevant for or related to this workflow step task:

Activity Icon Description
Close Request - -

Owner The person assigned to complete this workflow step task. If the user has a profile image available, it displays before the name; otherwise, a default profile image displays. If the user has an email defined, click the user's profile image to send an email to the user using your default email client. The user's name and address are prefilled in the To: field and the task title is pre-filled as the Subject: field of the email message.
Approved/Rejected/Canceled - When the component request is completed, rejected, or canceled, the following values display:
  • Approved - the component request is completed.
  • Rejected - the component request is rejected.
  • Canceled - the component request is canceled.