Document Approval
Ometa offers a generic document approval solution to work with SharePoint documents. This solution is build upon case management and tasks. The page and object views used for this approval are installed by default with the Ometa Framework.
Approval Flow
The document approval in Ometa is a lifecycle so one document approval is a case (without a site). The approval has the following flow:
- In Approval: the approval has started and the document is in approval.
- Approvers will be granted read permission on the document.
- The approval status field on the document will be updated to 'Pending'.
- The file will be checked out, so no changes can be made anymore.
- A task will be assigned to the approver(s), this task on the case will send a mail.
- A confirmation mail will be send to the user who started the flow.
- Rejected: the document has been rejected.
- The approval status field will be updated to 'Rejected'.
- The approval log field will be updated with the information about the approval (timestamp, user, result and comment)
- A mail will be send to all approvers and the user who started the approval that the document has been rejected.
- Approved: the document has been approved
- The approval status field will be updated to 'Approved'.
- The approval log field will be updated with the information about the approval (timestamp, user, result and comment)
- A mail will be send to all approvers and the user who started the approval that the document has been approved.
- If the case has the approval PDF option enabled a PDF file with the original document and an approval log will be created next to the original document.
- The file will be check in and published.
Approval Types
The following approval types are currently implemented:
- Somebody must approve: the tasks are sent parallel to each approver. First approver ends the approval process.
- Everybody sequential needs to approve: the tasks are sent sequentially. First approver who rejects ends the approval process.
- Everybody needs to approve: the tasks are sent parallel to each approver, the document approval is approved when everybody has approved. First approver who rejects ends the approval process.
Supported Versions
The document approval is currently only supported on SharePoint Online.
Configuration
The documentation will guide you how to configure the document approval flow on your project.