Managing approval paths
Approval paths enable admins to build multi-step approval processes
routing assets from one approver (or group of approvers) to the next.
Create approval paths
- Sign in to Workstream, and then
click Manage in the secondary navigation.
- Click Approval Paths.
- Click New Approval Path in the upper right, and then enter a name
for your approval path.
- To create the first step, click Add one, and then enter the step
name.
Set the approver(s)
- Asset’s original uploader: The approval request will be sent to
the user who uploaded the asset.
- Prompt Requester for approver: The requester can enter the
name and email address of the approver or Team (read more
about Teams) when the
request is initiated. This option is often selected if the
approvers change each time the path is used, such as working with
different clients or partners, or if the approvers can’t be
identified until the asset is ready for approval.
- Identify approver now: Enter the desired approver or Team.
- If the approver is an Acquia DAM Classic user or Workstream
Team, enter their name, email address, or Team name, and then
click the name when it appears in the list.
- If the approver is not an Acquia DAM Classic user, enter
their email address.
- Approver Style: If you select Prompt requester for approver
or Identify approver(s) now (with more than one approver listed),
you must select the approver style:
- Approval is required from all: All approvers in the step
must approve the asset to move to the next step.
- First response wins: Only one approval is needed for the
asset to move to the next step. If an approver selects Reject
or Approve with changes, the asset won’t move to the next
step until it meets the requirements for approval in the current
step.
- Select one or more check boxes to enable the appropriate permissions:
- Approver can view comments: Enables the approver to view the
comments made by other users, including comments made in earlier
approval steps.
- Approver can proof: Enables the approver to access to the
proofing tool to provide more detailed feedback. (Read more
about proofing.)
- Approver can download: Enables the approver(s) to download the
asset.
- Toggle the slider to enable the other settings:
- Remind: Sends a reminder to the approver after an interval a
time. Select Repeat to send a recurring reminder using the set
interval of time.
- Escalate: Escalates the approval to another reviewer if no
response is given after a set interval of time. If a reminder is
enabled, the interval of time chosen to escalate an asset must be
greater than the interval of time selected for the reminder. For
example, if you send a reminder in two days, the escalation
interval must be set at three days or longer.
- Auto Decide: If no response is given after the selected
interval of time, the asset will be marked as approved or denied.
The interval selected in this step must be longer than the intervals
selected in the Remind and Escalate settings, if enabled.
- Click Add a step on the left of the page to add more steps,
or click Continue to the next step in the approval setup pane.
The system saves actions as you create new steps.
Settings
To view or change the available settings, click Settings at the
bottom left of the approval path page.

- Who can use this path: Select which Workstream groups can use the
approval path. By default, any Workstream user can use a newly
created approval path. To limit access, toggle the slider to the left
and select the Workstream group(s) that should have access.
- When a new version of an asset is uploaded: Choose what happens
when a new version of an asset is uploaded.
- Restart approval process from beginning if a new approval is
required from every step of the approval path.
- Restart current step if a new approval is required starting
from the current step in the approval path. If selected, the user
who rejected the asset will receive an email to re-approve.
- Do nothing if the new version can continue through the
approval process. The requester can also manually resubmit the
approval.
Be sure to select the Upon final approval check box to activate
assets after they’re approved by all steps.
Click Save after you’ve configured all steps.
To Enable an Approval Path, toggle the slider next to the path name
to the right. By default, newly created approval paths are disabled.
Edit approval paths
Sign in to Workstream, and then
click Manage on the secondary navigation.
Click Approval Paths.
Use one of the following methods to edit the approval path:
Click the approval path you want to update, and then click
Edit next to the approval path name.
You can also click the options icon
that appears when
you point to an approval path name, and then click Edit.

Duplicating or deleting approval paths
- Sign in to Workstream, and then
click Manage on the secondary navigation.
- Click Approval Paths.
- Click the options icon
.
- Click Duplicate to make a copy of the approval path, or click
Delete to delete the approval path.