Grouped Download Approval Requests

The Grouped Download Approval Request feature allows users with ‘Preview’ permission to request download approvals for multiple Resources from Folders with Workflows.

This article will take you through the below:

* Grouped Download Request
* Multi-Step Request & Download Process
* Workflow Set-Up to Enable Grouped Downloads
* Review Grouped Download Requests

Grouped Download Request

Users needing multiple images for projects have the ability to request files in the same form submission instead of requesting each one separately.  

This feature can also be accessed from both a users Collection(s) and Search Results within the platform.

Multi-Step Request & Download Process

When a Grouped Download Approval request is submitted the platform automatically builds a multi-step process in order to:

• Request approval across different approval workflows a user belongs to (See Step 1 below)
• Give a user the ability to download any selected resources that may have been pre-approved or auto-completed resources as part of this request, all in the same process (Step 2)

Step 1: Download Request for Selected Resources

Step 2: Bulk Download Approved Items

Workflow Set-Up to enable Grouped Downloads

Note that Grouped Download Approval Requests are only supported for:

• Global Download Resource Workflows that have the ‘Allow Location Customization’ setting disabled. The workflow cannot be customized on a folder by folder basis. (For more about the Location Customization setting, click here.)

Review Grouped Download Requests

A single consolidated email will be sent to the requestor and approver(s) at the start and to the requestor at the end, once all items have been reviewed.

Items can be approved in Bulk via your Workflow Request List.

Click on Grouped Request tab and click on the name for the relevant Grouped Request:

This will open the Grouped Request and show all items that were requested.

Select which items you wish to Review together, or select all via the top checkbox, and select 'Bulk Review Request' from the dropdown:

Complete the Request with Comments, your Approval decision, and an Approved Until date, if relevant, and Submit your response:
  

Items can also be responded to individually (i.e.: decline some and approve others) via the normal Workflow Request List approval process.

* Please note that some of the terms used above such as Workflows & Approvals are customisable and may appear differently in your platform. 

Related:

Local Customization