Approval process and options

In HCL® Marketing Operations, a structured approval process distributes information to team members and elicits their comments.

As the outcome of an approval, users select one of the following options.

  • Approved
  • Approved with Changes
  • Denied

For more information about the approval process, see the HCL Marketing Operations User's Guide.

To edit the configuration properties for Approvals, click Settings > Configuration > Marketing Operations > umoConfiguration > Approvals. For more information, see the HCL Marketing Operations Installation Guide.

Denied option

To customize the approval process for your organization, you can require users to select a predefined Deny reason when they deny an approval. When users chose Denied, they must specify a Deny Reason. Administrative reports are available to help you analyze the denial reasons given.

For more information about setting up the approval denied reasons, see Setting approval deny reasons and Selecting approval options for templates.

Approve with changes option

The Marketing Operations approveWithChanges property controls the availability of the Approve with Changes option for approvals. The overrideApproveWithChanges allows users to edit the Allow approvers to approve with changes option while configuring approval tasks.

Consider the following table to understand more about the Approve with changes options.

Table 1. Approve with changes
approveWithChanges overrideApproveWithChanges Creating an approval task Completing an Approval task
False False The Allow approvers to approve with changes option is cleared on an approval task form and cannot be edited. The Approve with Changes option is not available on the form when a user completes an approval task.
False True The Allow approvers to approve with changes option is cleared on an approval task form. Users can edit this option. The Approve with Changes option is available to the user during approval if the Allow approvers to approve with changes option is selected when the approval task is created.
True False The Allow approvers to approve with changes option is selected on an approval task form and cannot be edited. The Approve with Changes option is available when a user completes an approval task.
True True The Allow approvers to approve with changes option is selected on an approval task form. Users can edit this option. The Approve with Changes option is available to the user during approval if the Allow approvers to approve with changes option is selected when the approval task is created.