Navigating your Approvals List

The Approvals List contains all requests a user has permission to access, all in one place. Within this area of the platform, a user can access and manage items they need to approve, or follow up on requests they may have submitted.

Having all approval items in one centralised area helps users manage their requests and what they may need to review more efficiently and effectively, eliminating confusion on what they need to action.

Within the Approvals List, users can also access Markup Comments for applicable requests, which allows them to collaborate and consult other team members on the work being requested.

The Approvals List area can be broken down into 2 main areas: Requests and Filters.

Requests Area

The Requests area is where users can view requests that they have permission to access. Typically, this area will show which requests that particular user has made or which require their review.

Within this space, users can search for specific request names in the top search bar. They can also view key information about each request, from its status to the users who may still need to review it. Actions for each request can be viewed on the right of the screen.

Clicking on the thumbnail or name of each request will load the Request Details or Review Request screen, allowing users to easily access more information or action the request.

Filters

The Filters Panel is where users can create their own filtered view of requests, allowing them to build a view that helps them best manage their workload and the requests most important or relevant to them. They may wish to create Filters to highlight items waiting on their approval, for example, or see which of their own requests are outstanding.

Filters apply to both the Requests tab (listing individual requests) and the Grouped tab (where Grouped requests are listed).

Each user can set up and save multiple filters. They can then switch between their saved filters as needed, making it easier to locate specific requests.

Filtering your Workflow List

You can use one or many filters to get the results you need. These options include:

• Request Time: View requests from a specific date or within a set date range.
• Workflow: Which workflow you would like to see, for example a feedback workflow or publish workflow.
• Requester: Who submitted the request.
• Reviewer: Who has been nominated to review the asset.
• Name: Search functionality for keywords or names of assets.
• Status: What status the request is at, for example Pending or Approved.
• Waiting On: What requests are waiting on the selected user(s).
• Collaborators: See who has been added as a Collaborator for a request.
• Required by: Which requests require a response by a specific date or time frame.

Saving Filters

To save a filter within your Approvals List, follow the steps below. Saved filters can be edited, removed, and selected as the default filter for each user.

Selecting a new Default Filter

Users will automatically have a "My Default" filter located at the top of the filters panel the first time they access the Approvals List.

Users can update the conditions in this default by selecting Edit in the filter dropdown menu (located by hovering over the filter and clicking the 3 dots). They can also select another saved filter in the filter panel and click the Default option in the dropdown. You can see how to do this below.

Applying an on-the-fly Filter

If you wish to quickly refine your requests and don't need to save the filter, you can add an "on-the-fly" filter instead.

This is a temporary filter that will be available for the length of your login session and will be removed automatically unless you save it.

To create one, simply click Apply or close the filter panel after adding new conditions to your filter.

If you update an existing saved filter but don't save the changes, only the original saved filter will be available next time you log in.

Links within approval-related email notifications, when clicked, can temporarily override these settings and display only that specific request. From there, you can still select and navigate to other filters as required.