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.

Tutorial Video Transcript

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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.

00:00:14:25 - 00:00:19:02
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.

 

Incomplete
Step by Step Guide

Default approval workflow on the front-end

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

We will begin by placing the order as the standard user.

Creation Date: Jun 02, 2023
Created By: Sam Webster

1. Click on checkout and navigate through the checkout process

Click on checkout and navigate through the checkout process

2. If required, a note will be displayed indicating an orderline requires approval

If required, a note will be displayed indicating an orderline requires approval

3. Click on Confirm to submit the order for approval

Click on Confirm to submit the order for approval

4. Messages will be displayed informing the user of items requiring approval in this order

Messages will be displayed informing the user of items requiring approval in this order

5. Click on Click here for order details.

Click on Click here for order details.

6. Approval status will be displayed within the order details

Approval status will be displayed within the order details

7. Next, we will see the continuation of the workflow from the Approver perspective

8. Click on Approvals

Alternatively, the user can navigate to the approval page by adding "/approval" to the storefront URL.

E.g: https://training.infigosoftware.com/storefrontname/approval/

Click on Approvals

9. All jobs awaiting approval will be displayed in the Approval page

All jobs awaiting approval will be displayed in the Approval page

10. The approver can choose to approve or reject a job

The approver can choose to approve or reject a job

11. Click on Yes

Click on Yes

12. We will now continue the approval workflow as the standard user, to see how this information is relayed to them

13. Rejected jobs will be displayed in the Work in Progress screen

From here, users have the ability to resubmit or cancel jobs.

Rejected jobs will be displayed in the Work in Progress screen

14. Click on My Orders

Click on My Orders

15. Approval status of jobs can be seen from the My Orders screen

Approval status of jobs can be seen from the My Orders screen

16. Navigate to Shared Print Operations

Approval status of jobs will also be displayed within Shared Print Operations to the admin team.

Navigate to Shared Print Operations
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