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HCL Marketing Operations Administrator Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Program and project templates
Program and project templates have additional tabs that customize the object instances that are made from the template.
Project template Workflow tab
The Workflow tab identifies and organizes tasks for a projectList, On-demand Campaign, or Corporate Campaign. When you create a template, you can include data on its Workflow tab to provide an initial workflow structure for each marketing object instance that users create. To review and define a workflow on the template, you use a spreadsheet-style interface. Users access a similar spreadsheet interface to update the supplied workflow as needed for individual instances.
Configuring the approval process
In HCL® Marketing Operations, a structured approval process distributes information to team members and elicits their comments.
You can set the approve with changes options from the configuration properties.

Setting Approve with Changes options

You can set the approve with changes options from the configuration properties.

About this task

The Allow approvers to approve with changes option is applicable to all approvals tasks in project templates, projects, and stand-alone approvals.

To set or edit the approve with changes options, complete the following steps:

Go to Settings > Configuration > Marketing Operations > umoConfiguration > Approvals.
To allow users to approve a task with changes, set approveWithChanges to True.
The Allow approvers to approve with changes option is now selected by default in the Approval form.
To allow users to edit the Allow approvers to approve with changes option when they create an approval, set overrideApproveWithChanges to True.
Restart the Marketing Operations web application.