A script-enabled browser is required for this page to function properly.

Edit Page: Approval

Skip Navigation Links| Field Descriptions | Related Help Topics | Additional Information | Locating this Page |

Use this page to define the approval process for items on the page.

Go to topField Descriptions

Page Level Approval Process

Field Description
Inherit the Approval Process from the Page Group Select this option to have the page use the approval process defined for the page group.
Define a New Approval Process for the Page

Select this option to define a new approval process for the page. The Approval Routing List section appears.

Note: If you select this option and then do not define an approval process for the page, users with the page privilege Manage Items With Approval can add items to the page without requiring approval.

If the current page contains any items that are pending approval, the Define a New Approval Process for the Page option is not selectable. You can still define an approval process at the page group level, whether or not there are any pending items. Additionally, you can define a new approval process at the page level once all pending items have completed the approval process.

Approval Routing List

Field Description
Approvers

Select one or more approvers (users or groups) for each step of the approval routing list. Click Browse Users to add a user, or Browse Groups to add a group.

Notes:

  • Use a semicolon (;) as the separator between multiple users and groups.
  • Each step of the approval routing list can include both users and groups.
  • Approvers should have at least page privilege View on the page that includes the item to be approved (so that they can view the page).
  • OracleAS Portal provides the following special approvers:
    • #PAGE_GROUP_MANAGER#: Any user or group with the page group privilege Manage All, or the global privilege Manage All on the object type All Page Groups
    • #PAGE_MANAGER#: Any user or group with the page privilege Manage
    • #CONTENT_MANAGER#: Any user or group with the page privilege Manage or Manage Content
  • When editing an approval step, this field is labeled Recipients.
  • Do not use the same approver in more than one step. Any additional times the approver is listed are skipped.
Routing Method for Approvers

Choose a routing method for each step of the approval routing list:

  • One at a time, all must approve (Serial, All) - This sends the approval notification to approvers in the step one at time in the sequence specified. All of the approvers must respond to the approval notification.
  • All at the same time, all must approve (Parallel, All) - This sends the approval notification to approvers in the step all at the same time. All of the approvers must respond to the approval notification.
  • All at the same time, only one must approve (Parallel, Any) - This sends the approval notification to approvers in the step all at the same time. Only one of the approvers must respond to the approval notification.
Add Step Click to add additional steps to the approval routing list. For each step, select approvers and a routing method.
Update Step

Click to apply any changes you made to the approval step.

Note: This button is available only when you are editing a step in the current approval process.

Current Approval Process

Lists the current steps in the approval process. If no steps are defined, nothing is listed here. Click Edit to change the list of users or groups in a step or change the routing method for the step. Click a user or group name to edit a step's routing method. Click Delete to remove the step from the approval process. Click Move Up to move the step within the approval process.

Notes:

  • When you edit an approval step, the details of the step appear in the Approval Routing List section so that you can change the list of users or groups, or the routing method. The Add Step button changes to Update Step.
  • Editing an approval step does not affect any approval processes that are already underway. For example, say you have an approval step on a page with Scott as the only approver. When Clark (a user with the page privilege Manage Items With Approval) adds an item to the page, Scott is notified that there is an item awaiting his approval. If you add Jones as a second approver in the approval step, Jones is not notified of Clark's pending item because the approval process was already underway when Jones became an approver for the page. Jones is notified of pending items that are created after he becomes the approver.
  • You cannot edit an approval step if that step is currently active in an approval process.

Item Draft Option

Field Description
Enable Item Drafts

Select this option to enable users with the page privilege Manage Items With Approval to add draft versions of items to the page without having to submit them for approval. If you enable this option, whenever a user with this privilege adds an item to the page, that item is created as a draft and is visible only to the item owner in the Pending Items Preview and List edit view. As soon as the draft is finalized, the user can submit the item for approval from the item's Actions page.

Note: When this option is enabled, the versioning options do not display when items are uploaded.

All Users Require Approval

Field Description
Require Approval for All Users Select this option to send all content through the approval process before it is published on the page. This means that even users with privileges higher than the page privilege Manage Items With Approval must get their content approved.

Notes

Go to topRelated Help Topics

Concepts:

Related Page Help:

Go to topAdditional Information

Portal Center:

For more information, go to the Oracle Portal documentation page on the Oracle Technology Network.

Go to topLocating this Page

  1. From the Page Groups portlet's Work In drop-down list, select the page group that owns the relevant page.
  2. In the Layout & Appearance section, under Pages, click the name of the page.
  3. Click the Page: Properties link next on the page toolbar.
  4. Click the Approval tab.

Tips: