Approval Workflows

This is the official documentation of Forest Admin Cloud.

Improve your team's workflow efficiency with the Approval Workflow feature available in Forest Admin under the Collaboration tab. This feature allows you to easily track, review, and manage every step of the approval process. When an action needs approval, you can quickly navigate to the Approval Workflow section to approve, reject, or comment on the action. This ensures clear communication among team members and helps in executing actions promptly after collective approval.

The Approval Workflow feature is designed for large teams. It implements advanced processes for a structured and controlled decision-making environment. This feature improves collaboration in Forest Admin by ensuring every action is reviewed and approved, leading to more efficient and accurate workflows.

Configuring an approval workflow

To set up an approval for a specific action in Forest Admin, navigate to the Project Settings and select "Roles." Choose the role you wish to configure and edit its permissions. Within the permissions settings for the desired action, you will find the option to enable the approval workflow. Activate the "Require approval" checkbox to initiate the approval process for this action.

• Require approval: Enable the approval workflow on this action.

• Approve: Grant the role the authority to approve this action.

• Self Approve: Allow the role to self-approve an action triggered by the role itself.

By configuring these settings, you set up an approval workflow for a specific action in your Forest Admin project. This creates a systematic and team-based approach to decision making.