People - Edit and Approve

The People - Edit and Approve node is typically used for jobs that only need approval and not other interactions. This node will send a job to a licensed tenant member, who can then view and/or edit documents in the workflow. For example, you can include this node in a workflow in which a default group member sends a request to a tenant group to review and approve/deny a scanned document and the document’s metadata generated by the workflow. For more information about how People nodes function in workflows, see the Building a Workflow with People Nodes section and the Interacting with Workflows page.

Configuring the People - Edit and Approve Node

To open the Edit and Approve node’s configuration window, add a Edit and Approve node to your workflow and double-click on it.

• Enabled - To enable this node in the current workflow, ensure the Enabled toggle is to the right. By default, nodes are enabled upon creation. If you disable the node, the workflow will ignore it. While the workflow will still validate, jobs and documents will pass along all Normal and User-Selectable connections configured from this node. Error and Negative connections will be ignored.

• Node Name - The node name defaults to this field. This name appears in the workflow below the node icon. Use this field to specify a meaningful name for the node that indicates its use in the workflow.

• Node Description - Enter an optional description for this node. A description can help you remember the purpose of the node in the workflow or distinguish nodes from each other. If the description is long, you can hover the mouse over the field to read its entire contents.

Buttons

• Help - To access Online Help, click this button.
• Cancel - To exit the window without saving any changes, click this button.
• Save - To preserve your node configuration and exit the window, click this button.

Display Options

Select the content you want to display for reviewers accessing the job. The content appears on the Job page’s Attachments tab. You have the following options:

• File only - Display only the file attachments from the job.

• Metadata only - Display only the form containing the metadata captured from the file attachment.

• File and metadata - Both the file attachment and the metadata form display on the Jobs page.

• Read Only - If you select “Metadata Only” or “File and metadata”, this field activates. To restrict the selected content to read-only status when it appears on the job’s Attachment tab, select the box. Otherwise, leave the box blank. If you select “File only”, this box will become disabled.

Node Input Properties

To select a tenant member to review the job, do the following:

1. Enter a search string into the field, for example, the first few letters of a tenant member’s first or last name. A list of all licensed tenant members whose name contains the string appears.

2. Select the member to whom you want to route the job.

Running the Workflow

Once you save the node and verify the workflow, you can run the workflow. When the workflow reaches the Edit and Approve node, the job recipient’s Jobs page will update to display an Approval tab, on which the elements you specified in the Display Options area will display on the tab, along with Deny and Accept buttons. The recipient can then review the content on the tab, approve or deny it, and move the job to the next step in the workflow.

The following illustration shows a sample workflow containing the Edit and Approve node:

• Dropbox In - Collect documents from a Dropbox folder.
• Form Selector - Define the metadata you want to collect from the documents.
• People User - Define the tenant member who will assign a tenant member to review the documents.
• People - Edit and Approve - Define the tenant member who will receive the job and review and approve/deny the documents and/or metadata.
• Email Out - Define the tenant member who will receive the results of the review.