Negotiation, redlining & approval — found from sitemap — Gatekeeper

Cited by

Facts read from this source

• Approval decision types Report an error

  “An approval phase requires a decision using either Approve or Reject before the card can progress to the next phase.”

• Approval history logging Report an error

  “Each decision is recorded in the card’s history, along with any comments provided at the time.”

• Approval transition routing Report an error

  “Transitions can be configured to route cards to different phases of the workflow depending on the outcome selected.”

• Approval types Report an error

  “There are two types of approval: Single: only one approval is required from a phase owner to progress the card.”

• Parallel approval requirement Report an error

  “Parallel: approval is required from all assigned approval groups before the card can progress. They can review the card simultaneously, but all must approve for it to move to the next phase.”

• Approver definition sources Report an error

  “Approvers can be defined using workflow groups, specific users, or values entered in form fields.”

• Conditional approval rules Report an error

  “Conditional rules can be applied to both approval types, so that Gatekeeper can automatically determine who needs to approve a card based on the data entered in the form.”

• Conditional parallel modes Report an error

  “Select Simple or Conditional depending on whether approvers should always be the same or vary based on form responses.”

• Conditional rule field sources Report an error

  “Fields: Select from any Workflow Group, User, or Internal Owner field (Dropdown or Multi-Select Dropdown) present in the workflow form.”

• Decision reversal roles Report an error

  “If a decision needs to be reversed, a Workflow Administrator, Local Workflow Administrator or Local Workflow Cards Manager will need to move the card manually.”

• Reminder emails behavior Report an error

  “Note that for parallel approvals, reminder emails will only be sent to approvers who have not yet approved the card.”

• Workflow delegation Report an error

  “If an approver is temporarily unavailable, they can set up a workflow delegation to ensure cards are not held up in their absence.”

• Multi group membership Report an error

  “Yes. If the same user is included in more than one approval group, they can approve on behalf of any group they are a member of.”

• Reenter phase control Report an error

  “To apply updated settings to an individual card, open the card and click Re-enter current phase from the Controls tab.”

• Group membership sync Report an error

  “If users are added to or removed from workflow groups, this updates immediately. The card does not need to leave and re-enter the phase.”

• Form visibility control Report an error

  “Form visibility is configured separately from approvals. If all sections in a phase are hidden for a user, the workflow card will appear blank.”

• Automation via agents Report an error

  “Note: To automate approvals with Gatekeeper Agents, contact your Account Director.”

4 facts read from this page are not shown because they could not be confirmed on the page as captured.

Scores citing this record

• The Data Protection Officer Negotiation, redlining & approval
• The General Counsel Negotiation, redlining & approval
• The IT Integrator Negotiation, redlining & approval
• The Procurement Analyst Negotiation, redlining & approval
• The Sales Ops Owner Negotiation, redlining & approval
• The Skeptic Negotiation, redlining & approval