Create workflow rules - Send for Approval

The send for approval action enables you to automatically use an approval template to send a file when the selected conditions are met.

The trigger for this action can be either a file in the Files module, a file metadata iSheet or an iSheet with attachments.

Once you have selected Send for approval as your action, the following fields are displayed:

Select up to 10 columns that contain items relevant to the approval process:

Select an active approval template from the drop-down list:

Approvals must be active in the Files module for this rule to trigger; open Admin, Files, then scroll down and select Enable approvals:

You must also create one or more approval templates.

A request for approval is sent to the assigned 'approvers', as defined in the template.

Click Save to save your actions.