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24 lines
1.0 KiB
24 lines
1.0 KiB
Before using, check Contact Stages configuration,
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to ensure that the default stage has the "Related State" field
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set to "To Approve".
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For example, having the "Draft" stage the default ensures this.
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A regular user creates a new Contact and sends it for approval:
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#. Create a Contact triggering at least one "Tier Definition".
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The Contact will be in Draft state and marked as Archived until approved.
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#. Click on *Request Validation* button.
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#. In the *Reviews* section, at the bottom of the form, inspect the pending reviews and their status.
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The approver reviews Contacts to approve:
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#. Navigate to the Contacts app, and select the filter "Needs my Approval"
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#. Open the Contact form to approve. It will display a
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"This Records needs to be validated" banner, with "Validate" and "Reject" options.
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#. The approver can change the state to "Active".
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This will automatically unarchive the record and make it available to be used.
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The Approve/Reject actions do not automatically change the State.
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This could be a future improvement.
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