Hello,
I have several questions about approval models.
I've created a template with two approval steps and assigned it to a document class.
As a user, when I’m in a screen like Purchase Order and I add a document with this document class:
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What happens to the visibility of this document?
- Can only the owner and approvers see it?
- Does the approval model restrict access in any way?
-
What impact does this approval model have on the document?
- Does it change its status, permissions, or other attributes?
-
When I attach a document to an object (e.g., a Purchase Order), is it possible to trigger the approval workflow automatically?
- From what I see, it seems that the document remains in a preliminary stage, and I have to go to the revision screen to start the approval. Is this the expected behavior?
Thanks in advance for your help!
Wishing you an excellent day.