00:00:07:08 - 00:00:10:06
The approval workflow settings contain
00:00:10:06 - 00:00:14:23
many additional parameters and settings
for use in quite specific scenarios.
00:00:15:07 - 00:00:20:09
So we'll work through some of these
and explain the use cases where we can.
00:00:21:14 - 00:00:24:18
So the first thing we need to do
is to navigate to the approval workflow
00:00:24:18 - 00:00:27:06
settings page. So I've got that open here.
00:00:27:13 - 00:00:30:18
You can also get to it
just by typing approval.
00:00:31:27 - 00:00:35:11
You've got approval workflow settings
00:00:36:09 - 00:00:37:07
and then we'll just
00:00:37:07 - 00:00:39:12
slowly work our way down this list.
00:00:40:02 - 00:00:43:08
So workflow enabled,
we covered that just as a general on off
00:00:43:08 - 00:00:47:16
switch for the approval workflow.
00:00:47:21 - 00:00:51:02
Next down, we have per product approval
setting enabled.
00:00:51:14 - 00:00:57:02
So this enforces the approval workflow
against specific products only.
00:00:57:02 - 00:00:58:04
And it means you can select
00:00:58:04 - 00:01:02:03
certain products to require approval
while others can just be freely ordered.
00:01:02:20 - 00:01:05:27
So how this exactly is configured
and set up will be
00:01:05:27 - 00:01:09:04
covered in the next tutorial.
00:01:11:16 - 00:01:12:12
Next down we have a
00:01:12:12 - 00:01:15:27
redirect to current work page
instead basket.
00:01:16:10 - 00:01:19:08
So this option changes
the standard checkout
00:01:19:08 - 00:01:22:04
flow to ignore the full checkout process.
00:01:22:18 - 00:01:26:01
So with this option enabled,
the customer, creates a variable print,
00:01:26:11 - 00:01:29:29
submits it for approval,
and then the approval process skips
00:01:29:29 - 00:01:32:06
the delivery of billing address details.
00:01:33:11 - 00:01:36:06
If this is not enabled,
then the customer will submit an order
00:01:36:06 - 00:01:39:20
as normal with the approval
taking place between submission
00:01:39:29 - 00:01:44:16
and the order
arriving within shared print operations.
00:01:45:26 - 00:01:50:00
Now, the next three options are all to do
with quick access links.
00:01:50:09 - 00:01:53:06
So this group of settings controls
the quick access links
00:01:53:27 - 00:01:57:02
to the approvals page on the frontend.
00:01:57:14 - 00:01:59:18
So this is what we saw
in the previous tutorial.
00:01:59:18 - 00:02:02:22
If we're looking at the frontend,
go to the My account dropdown.
00:02:03:03 - 00:02:06:02
There's an approvals button on there.
00:02:07:02 - 00:02:09:01
So what these three settings will do.
00:02:09:01 - 00:02:12:24
So we have show
workflow links in quick access bar.
00:02:12:24 - 00:02:15:17
so this allows navigational access
to the approval
00:02:15:17 - 00:02:20:02
or work in progress
depending on the customer role.
00:02:21:04 - 00:02:25:07
We've got show workflow links in quick
access bar with current count.
00:02:25:16 - 00:02:29:19
So that identifies the number of jobs
that are awaiting approval or in progress.
00:02:30:28 - 00:02:34:25
And then we have hide workflow links
in quick access bar when zero.
00:02:34:26 - 00:02:38:29
So this just hides those access link
when there's no jobs that require approval
00:02:39:09 - 00:02:41:14
by the logged in user
00:02:47:18 - 00:02:49:21
we have is automatically rejected.
00:02:49:21 - 00:02:53:09
So this will force the users
to resubmit their projects
00:02:53:17 - 00:02:56:07
before the approvals
will receive them in their queue.
00:02:57:23 - 00:02:59:07
Therefore, the approvals will
00:02:59:07 - 00:03:02:20
not receive any emails
until the orders have been resubmit it.
00:03:03:01 - 00:03:06:06
Now we've not quite
got to doing email triggers yet,
00:03:07:00 - 00:03:09:28
but we need to keep that one in mind.
00:03:10:16 - 00:03:11:18
Now, scrolling down the page
00:03:11:18 - 00:03:15:06
a little bit, we have email approval
with new approval items.
00:03:15:19 - 00:03:20:03
So this option switches on the email
capabilities of the approval workflow.
00:03:20:16 - 00:03:24:19
Do note that individual email templates
will still need to be activated
00:03:24:27 - 00:03:26:27
in the email message template screen
00:03:28:20 - 00:03:32:18
and in that same vein,
we have email approval instantly.
00:03:32:28 - 00:03:35:22
So this sends the instant approve email
00:03:35:22 - 00:03:38:23
template or show in a moment
to all of the approvers.
00:03:38:23 - 00:03:40:24
As soon as a job requires approval.
00:03:41:03 - 00:03:45:28
So without checking this,
the service is sent only once a day.
00:03:46:18 - 00:03:49:04
So just to show you where
those are specified.
00:03:49:04 - 00:03:53:00
So if you've specified in here that you do
want to use the email triggers,
00:03:53:20 - 00:04:02:04
if I just go to the email message
templates page,
00:04:02:04 - 00:04:05:18
you'll see there's a whole section
dedicated to the approval workflow.
00:04:06:07 - 00:04:09:20
All of these templates are inactive
by default.
00:04:09:20 - 00:04:13:12
You can see I've previously activated one
on my particular storefront
00:04:13:23 - 00:04:16:17
and these templates can be modified
and activated in
00:04:16:17 - 00:04:19:16
exactly the same way
as other email templates.
00:04:19:27 - 00:04:22:09
And of course, there's
other tutorial topics to do with that.
00:04:22:09 - 00:04:23:25
But just to show you very briefly,
00:04:24:27 - 00:04:26:13
you go to edit.
00:04:26:13 - 00:04:28:26
You can modify the contents
of each of those emails,
00:04:28:26 - 00:04:32:07
gives you some information
on when the triggers are activated
00:04:32:24 - 00:04:35:17
and you've got the ability to enable
or disable that
00:04:44:24 - 00:04:46:16
back to the Workflow Settings page,
00:04:46:16 - 00:04:51:19
we have approval for all approvals.
00:04:52:06 - 00:04:56:20
So this one allows any approver
to approve anyone's job,
00:04:57:14 - 00:05:00:01
We've got approve.
will copy to approver basket.
00:05:00:11 - 00:05:03:07
So approving an order will add the items
within that order
00:05:03:07 - 00:05:05:02
to the basket of the approver.
00:05:05:02 - 00:05:07:19
They can then proceed through the normal
00:05:07:19 - 00:05:13:14
checkout steps.
00:05:13:14 - 00:05:15:18
We have multiple approval.
00:05:15:28 - 00:05:19:14
So this option allows you to specify
whether approval is required
00:05:19:23 - 00:05:21:20
from more than one approver.
00:05:21:20 - 00:05:25:06
So you'll see if I check that
I got an additional entry appearing here.
00:05:25:21 - 00:05:27:12
Minimum approvers needed.
00:05:28:17 - 00:05:31:01
Now we this value zero to mean
00:05:31:01 - 00:05:34:00
the all approvals must give approval
for that job to go through.
00:05:34:11 - 00:05:38:09
Alternatively, you can directly specify
a number of required approvals.
00:05:38:09 - 00:05:43:01
So two or three, for example,
we have email submitter on approval.
00:05:43:01 - 00:05:45:13
So two or three, for example,
we have email submitter on approval.
00:05:45:13 - 00:05:48:25
So when asked if this option means
the user requesting approval
00:05:48:25 - 00:05:54:13
will receive an email notification
once the job has been approved.
00:05:55:20 - 00:05:57:10
Coming down a little bit.
00:05:57:11 - 00:05:59:17
We have a group of watermark options.
00:06:00:03 - 00:06:02:26
So these options control
whether a watermark is present
00:06:02:26 - 00:06:05:18
and whether access to
a document is restricted.
00:06:06:01 - 00:06:08:01
So we have watermark text.
00:06:08:01 - 00:06:10:25
So that's the watermark
that should be populated
00:06:10:25 - 00:06:13:13
when an approve a downloads
an item for assessment.
00:06:15:10 - 00:06:17:15
We have a restrict watermark open.
00:06:17:24 - 00:06:21:13
So that applies opening restrictions
on the watermark item
00:06:22:04 - 00:06:24:01
and then watermark open passwords.
00:06:24:01 - 00:06:28:05
That's the password that must be entered
in order to open the watermark document.
00:06:28:13 - 00:06:30:06
If you've got the restrictions applied
00:06:32:24 - 00:06:36:13
We have store URL
00:06:36:13 - 00:06:41:08
that simply the full
URL of your storefront.
00:06:41:08 - 00:06:44:07
next is workflow
additional product attribute column.
00:06:45:01 - 00:06:48:03
So product or specification attributes
00:06:48:03 - 00:06:51:17
can be added as additional columns
to the approval table.
00:06:51:25 - 00:06:55:00
This viewed by the approver
that we've seen in previous tutorials
00:06:55:10 - 00:06:59:05
on the front-end
three attributes can be defined
00:06:59:25 - 00:07:02:10
and it needs the following format.
00:07:02:13 - 00:07:08:10
So I'm just going to copy and paste.
00:07:08:10 - 00:07:10:00
So you'll see it needs a format
such as this.
00:07:10:00 - 00:07:13:25
You can have three of them
maximum it needs the column
00:07:13:25 - 00:07:17:19
had a name and curly brackets equals
and then the product attribute name.
00:07:18:07 - 00:07:23:26
So for example,
00:07:23:26 - 00:07:35:14
it could be something like that.
00:07:35:14 - 00:07:37:04
We have enable approval comments.
00:07:37:04 - 00:07:40:15
So this brings up a textbox
where an approver can put a message
00:07:40:15 - 00:07:43:25
to the user when they're going
through the approval process.
00:07:43:25 - 00:07:47:05
So if they approve or reject it.
00:07:50:16 - 00:07:53:04
Scrolling down a little bit further,
we have workflow
00:07:53:04 - 00:07:56:20
trust levels
which can be enabled or disabled.
00:07:57:28 - 00:08:00:10
Now you can assign
trust levels to your users.
00:08:01:00 - 00:08:02:01
The way this works.
00:08:02:01 - 00:08:04:23
So the maximum number of trust
level is ten.
00:08:05:09 - 00:08:08:29
So this trouble, this trust
level indicates what percentage of orders
00:08:08:29 - 00:08:12:07
will automatically be approved
for that particular user.
00:08:12:21 - 00:08:15:12
Leaving it unchecked
just means that you won't have any trust
00:08:15:12 - 00:08:17:21
levels applied on a particular storefront.
00:08:18:27 - 00:08:22:06
You can turn this setting
on, as I've done there, and then assign
00:08:22:06 - 00:08:25:23
trust levels per customer,
which I'll show in the next step.
00:08:27:08 - 00:08:31:09
Additionally, underneath that, you have
level up and the level down adjustment.
00:08:32:15 - 00:08:34:16
So this allows you
00:08:34:16 - 00:08:38:16
to automatically increase or decrease
the trust level by a certain amount
00:08:38:23 - 00:08:42:16
for each approved
or rejected item that that customer
00:08:43:18 - 00:08:47:15
has associated with them.
00:08:47:15 - 00:08:50:22
So to modify
the trust level on a per user basis
00:08:50:22 - 00:08:53:01
and first going to navigate
to our customer management
00:09:03:16 - 00:09:04:08
and the user,
00:09:04:08 - 00:09:06:13
I want to modify the trust level for
00:09:07:21 - 00:09:09:13
and then go back to the department
00:09:09:13 - 00:09:11:15
and customer relationship section.
00:09:13:05 - 00:09:15:20
You can enable or disable
00:09:15:20 - 00:09:18:23
the trust level for each particular user
00:09:19:07 - 00:09:22:28
and you can set the trust level
on this particular screen as well.
00:09:23:11 - 00:09:26:28
So you can see that as a few notes, it's
kind of related to a percentage.
00:09:27:10 - 00:09:30:18
So zero means that they never require
any approval.
00:09:30:25 - 00:09:33:01
Ten means they always require approval.
00:09:33:11 - 00:09:34:25
And then one, two, nine.
00:09:34:25 - 00:09:37:03
The higher
the number, the higher the probability.
00:09:37:03 - 00:09:41:02
So one means that the order has a 90%
chance
00:09:41:02 - 00:09:48:19
of skipped approval.
00:09:51:14 - 00:09:52:22
Just a couple more to go through.
00:09:52:22 - 00:09:56:26
We have use inventory transactions,
so when enabled, all jobs
00:09:56:26 - 00:09:57:28
that require approval
00:09:57:28 - 00:10:01:24
will add a transaction to the product
variant of that particular product.
00:10:02:09 - 00:10:04:25
This ensures
that the stock of the products
00:10:04:25 - 00:10:08:22
is not immediately reduced
until the job is approved.
00:10:09:11 - 00:10:12:01
So the customer will be presented
with a calculation
00:10:12:01 - 00:10:15:00
of the current stock
plus all pending transaction.
00:10:15:04 - 00:10:18:10
If you have that enabled.
