Picture of Default approval workflow on the front-end | BG_039

Default approval workflow on the front-end | BG_039

In this tutorial, we will show how the default configuration of the approval workflow appears to both standard users and approver users.

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This tutorial will show how the default
configuration of the approval

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workflow appears to both standard users
and approval.

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Users will begin
by placing an order as a standard user,

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so I'm just going to proceed
through the checkout.

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And what you'll see on the confirm

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order page is if any of your order lines
do require approval.

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You get a little note
telling the user that that is the case.

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If I submit the order,

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I gets another line of information
saying that I have other items

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that require approval

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and I can also see information related
to this inside the order details itself.

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So I can see there
that my product is awaiting

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approval.

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Next, we'll see a continuation
of the workflow from the approver

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perspective.

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So on the front end, as the approver,
if I go to my my account's

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dropdown at the top, I will see that
there's now an approvals section

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back on that will take me directly
to the approvals page.

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You can also get directly to the page
by just typing

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/approval onto the end of your storefront.

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URL

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So all the jobs that are awaiting approval
will be displayed on the approvals page

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and the approver can choose whether
to approve or reject any of those jobs.

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So I've got two jobs currently
within the approval workflow here,

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so I'll accept one of them

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and I will reject the other.

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And that's all the approver

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actually needs to do at this stage
so I can go ahead and continue

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the approval workflow again,
viewing it as the standard user.

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So we'll see how this information
is relayed back to that.

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So the standard user
as well can get onto the approvals page.

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They won't
see any particular details in here.

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But if I go on to the Work in Progress
page at the top, that will show me

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feedback on any of the jobs
which have been rejected, for example.

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So you can see there, I've got one
I've got two jobs that have been rejected.

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One was from a previous attempt.

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This is the one that we've just rejected.

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They're clicking on that will show us

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some additional information
to do with when it was approved.

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Here it was rejected by
and then some details on the order

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from here.

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We have the ability to resubmit the order
to wish to do so or to cancel

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the job.

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More information can also be seen in the
My Orders area.

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So looking at one particular job
that we had available,

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we can see that's now been approved.

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Approval status of a job
will also be displayed within the shared

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print operations
so the admin team can see it as well.

 

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