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Approvals for Frames and Content

Setting Up Approvals for Non-Social Content

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Written by Product Owner Exchange

This guide explains how you can use approvals for Frames and Content.

Approvals for Frames and Content work very similar to approvals for social post sets. You can request approval directly in the object by using the approval button. Approval requests for non-social content are also shown on the approval dashboard, so reviewers can manage them in the same central place.

The main difference is how approval is connected to your workflow.

1. How Approval Connects to Your Workflow

For social post sets, the approval process can follow a more standardized lifecycle.

For Frames and Content, this is more flexible. You can configure your own content types and status workflows. This means:

  • Your content types can have different statuses

  • Your status names can be different from other customers

  • Your workflows can match your own internal process

Because of this flexibility, the system cannot use one fixed approval process for every Frame or Content type.

Instead, you connect approval to your own workflow by selecting one status as the Approval Entry Status.

2. What Is the Approval Entry Status?

The Approval Entry Status is the status where approval becomes required.

You can think of it as a gate in your workflow.

Before this status, you can continue working freely.

At this status, approval is required.

After approval is completed, the system automatically moves the object to this status.

From there, you can continue through the remaining workflow. A later or final status can also be used to trigger further automated processes through the API platform, for example publishing a blog post or an intranet post in an external system.

3. Example

Your statuses are:

  1. Draft

  2. In Progress

  3. At Agency

  4. Publishing

  5. Published

You select this Approval Entry Status:

  • Publishing

This means:

Before approval, you can use:

  • Draft

  • In Progress

  • At Agency

These statuses are blocked until approval is completed:

  • Publishing

  • Published

After approval is completed, the system automatically sets the status to:

  • Publishing

From there, you can continue to:

  • Published

The final status, for example Published, can then be used for further automated processing through the API platform, such as publishing the approved content as a blog post or intranet post.

4. Creating an Approval Strategy

When you create an Approval Strategy, you choose:

  • What the strategy applies to

  • Which status is the Approval Entry Status

You can create an Approval Strategy for:

  • One content type

  • Multiple content types

  • A whole class, for example all Frames

5. Rule for Multiple Content Types

If you create one Approval Strategy for multiple content types, all of them must share the selected Approval Entry Status.

The system can only use a status as the approval gate if that status exists everywhere the strategy applies.

Example

Frame Type A has these statuses:

  • Draft

  • In Progress

  • Publishing

  • Published

Frame Type B has these statuses:

  • At Agency

  • Published

The common status is:

  • Published

In this case, you can only select Published as the Approval Entry Status.

You cannot select Publishing, because Frame Type B does not have that status.

If there is no shared status, you cannot create one shared Approval Strategy.

6. What Happens During Usage?

Before approval

You can:

  • Edit the object

  • Change the status freely before the Approval Entry Status

  • Save and reopen the object

During approval

Once you request approval:

  • The object becomes read-only

  • You cannot change the status

  • You cannot change the content

After approval

After approval is completed:

  • The status automatically changes to the Approval Entry Status

  • The object remains read-only

  • You can move the status forward to later statuses, if available

A later or final status can also be used by the API platform to trigger automated follow-up processes in external systems.

Examples:

  • Publish a blog post

  • Publish an intranet post

  • Start another downstream process

If approval is rejected

If approval is rejected:

  • The object becomes editable again

  • You can make changes

  • You can request approval again

7. Multi-Step Approvals

You can use multi-step approvals.

The Approval Entry Status is still defined only once.

The object moves to the Approval Entry Status only after all approval steps are completed.

8. When a Strategy Becomes Invalid

An Approval Strategy can become invalid if the Approval Entry Status is no longer available.

This can happen when:

  • You remove the status

  • You change a status workflow

  • You add a new content type that does not have the selected status

In this case, the system informs you and you need to adjust the strategy.

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