Approve a request in ÃÛ¶¹ÊÓƵ Workfront Planning
The information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization’s instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
When a user submits a request to a request form associated with an approval in ÃÛ¶¹ÊÓƵ Workfront Planning, approvers receive a notification and an email about the pending approval. They must approve the request before Workfront Planning creates an object.
This article describes how a workspace manager can approve a request submitted for Workfront Planning to create a record.
We recommend that you also see the following articles:
Considerations about approving requests and request statuses
Submitted requests display in the Planning tab of the Submitted section in the Requests area of Workfront with one of the following request statuses:
- Pending review: This status is shown when none of the approvers has opened the request object.
- In review: The Pending review status changes to In review when at least one approver opens the request object. The status of the request remains In review until all approvers have approved the request.
- Approved: When an approver approves the request object, their individual status becomes Approved, but the overall request object status remains In review until all approvers have made their decisions. When all approvers approve a request, the request status becomes Approved.
- Completed: If all approvers approve the request object, its status changes to Completed, or if the request did not need an approval.
- Rejected: If any approver rejects the request object, the status becomes Rejected. No record is created and a new request must be submitted to create the record.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| ÃÛ¶¹ÊÓƵ Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| ÃÛ¶¹ÊÓƵ Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| ÃÛ¶¹ÊÓƵ Workfront platform |
Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront. |
| ÃÛ¶¹ÊÓƵ Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning |
| Object permissions |
For information about sharing permissions for Workfront Planning objects, see Overview of sharing permissions in ÃÛ¶¹ÊÓƵ Workfront Planning |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Approve a request to create a record
After users add requests to a record type request form that is associated with an approval, the request is sent to the approvers.
Approvers receive the following notifications about a request pending their approval:
- An in-app notification
- An email notification
To approve a request:
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Do one of the following:
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If you have access to Workfront Planning and can view at least one workspace, click Main Menu
note tip TIP If you don’t have access to Workfront Planning, or if you don’t have access to view any workspaces, you can only access a request to approve it using your email or in-app notifications. -
Click the Notifications area icon
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Go to the email notification in your email that notifies you about a request pending your approval, then click Open request to open the request.
The request page opens in read-only mode.
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(Optional) Click the Approvals icon
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Click Review and approve, then choose one of the following:
- Approve: This approves the request. A record is immediately created for the record type associated with the request form after all approvers approve the request.
- Reject: This rejects the request, even when you are the only approver that rejects it. No record is created for the record type associated with the request form.
The user who submitted the request receives an email and in an-app notifications when their request is approved or rejected.
The status of the request changes to the following, depending on the approval decision:
- Completed: The request is approved.
- Rejected: The request is rejected.
The request remains in the Planning tab of the Submitted section in the Requests area of Workfront.