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Hi, 

I am looking for any best practices or examples in creating an approval flow for decisions made at certain points of our projects. I know there is an approval flow using e.g. Ziflow but I don’t have access to this one, and is wondering if anyone has had any success with something else, perhaps more simplified?

The process is roughly.
Capture project data] →  Add manual comments] → tSend for review] → eReview & Discuss] → Approve/Decline] → vLock & Archive]

The outcome would be a locked object showing the frozen data, with comments and names of the approvers.

I’ve tried using the Document publisher to create a pdf that could be attached to an internal request and perhaps a related “discussion object” but I don’t know if this is the best idea.

Any ideas would be welcome. 🙂

/Mathias

What about using approval milestones.  You could even use interact workflow to provide approval via email.  Validations could be used to prevent items becoming active unless the approval Milestone is completed 


Thank you for the proposal, I had not thought about that possibility before. I will test it out and see if I can make it work.


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