Approval Management

This guide outlines the process for managing approval configurations within the GimCore platform. The Approval screen allows administrators to define and control approval workflows, ensuring that specific actions or data modifications adhere to predefined authorization processes. You can add new approval rules, modify existing ones, and remove obsolete entries.

Navigating to Approval Management 🗺️

To access the Approval management screen:

1. From the GimCore left navigation menu, locate and click on the user menu item.
2. Select the Approver sub-menu item.

This action will display the Approval data table, showing all currently configured approval entries.

Understanding the Approval Data Table 📊

The main section of the Approval screen presents a data table that lists all defined approval configurations. Each row in the table represents an individual approval entry with the following columns:

• Name: Displays the unique name or identifier for the approval workflow.
• Type: Indicates the category or type of the entity requiring approval (e.g., 'User', 'Product', 'Order').
• Status: Shows the current operational status of the approval rule (e.g., 'Active', 'Inactive', 'Pending').
• Description: Provides a brief explanation or purpose of the approval rule.
• Actions: This column contains actionable icons for managing individual records:
  • ✏️ Edit: Click this icon to modify an existing approval entry.
  • 🗑️ Delete: Click this icon to remove an approval entry.

Adding a New Approval Entry ➕

To create a new approval configuration:

1. Click the Add New button located in the page header. This action will open the Create Approval modal dialog.
2. In the Create Approval modal, complete the following fields:
   • Name: Enter a unique and descriptive name for the new approval entry.
   • Type: Select the relevant type from the dropdown list that this approval rule will govern.
   • Status: Choose the initial status for this approval rule (e.g., 'Active', 'Inactive').
   • Description: Provide a detailed description of the approval's purpose and conditions.
3. Click the Save button within the modal to create the new approval entry. The modal will close, and the new entry will appear in the data table.

Editing an Existing Approval Entry 📝

To modify an existing approval configuration:

1. Locate the approval entry you wish to edit within the data table.
2. Click the ✏️ Edit icon in the Actions column corresponding to that entry. This will open the Edit Approval modal dialog, pre-populated with the current details of the selected entry.
3. Modify the necessary fields:
   • Name: Update the name if required. Note that changing names of active system entities may have downstream effects.
   • Type: Adjust the type if the scope of the approval rule has changed.
   • Status: Change the status as needed (e.g., from 'Active' to 'Inactive' or vice versa).
   • Description: Revise the description to reflect any updated information or conditions.
4. Click the Update button within the modal to save your changes. The modal will close, and the data table will reflect the updated information.

Deleting an Approval Entry 🗑️

To remove an approval configuration:

1. Locate the approval entry you wish to delete within the data table.
2. Click the 🗑️ Delete icon in the Actions column corresponding to that entry.
3. A confirmation dialog will appear, asking you to confirm the deletion. Carefully review the prompt.
4. Click Confirm to proceed with the deletion. The entry will be permanently removed from the system and will no longer appear in the data table. This action is irreversible.