Configure Approval Levels
This is done as part of configuring an Approval Setting. It is here as its own topic due to the need for elaboration on this particular subject.
Multiple Approval Levels can be added to an Approval Setting, each with its own approvers, conditions, and settings. The approval process will move from one Level to another in the order in which they are displayed under "Configure Approval Levels" on the Approval Settings screen. (An Approval Setting can have just one Approval Level, of course.)
| New Approval Level |
| Click the "New Approval Level" button. Note: clicking on this button will save the Approval Setting so that a Level can be added to it. |
General Settings
Level Name -- enter an appropriate (descriptive) name for this Approval level.
Level Conditions -- if conditions are met, item undergoes approval process defined at this level. Otherwise, item is approved.
Define Approvers for this level -- one or more Approvers can be defined for a level.
First Approver matching the conditions defined in Approver is used to select the users who will approve/deny the request.
Click on "New Approver" to open Approver Definition page. Note: clicking on this button will save the Approval Level Settings.
New Approver Settings
Title - enter an appropriate title for this Approver Definition.
Type - use the radio buttons to set if all Approvers or just one needs to make a decision.
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Mail Template - select the template for the email that is sent to the Approver(s) at this Level.
Create a Mail Template -- see Configuring Mail Templates for details. Note that the mail templates created in the Advanced Approval app only apply to Approvals and are not used elsewhere in NITRO Studio.
Edit a Mail Template -- a template must be selected in the drop list in order to edit it.
Delete a Mail Template -- a template must be selected in the drop list in order to delete it.
Approver Conditions - If below conditions are met, item requires a decision by the Approver(s) defined at this level.
Approvers - Click icon to the right of the "Approvers" box. Select the Approvers from the box that pops up.
Users and Groups -- select from users and groups in the SharePoint site
Users in Field -- select from columns in the current list
Users from List -- select users in a particular column in an item in the same or other list (in the same Site). The list is chosen in the drop list, then the column in the next one. The specific item is identified by its Item ID.
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