Creating Review Steps
Overview You can configure review cycle by defining steps for review that includes specifying various review parameters such as whether the artifacts should be reviewed individually or whole review …
Tag: Reviews
Configuring For Your Information Request (FYI) settings for allowing Reviewers to view a record’s detail editor in Online Reviews
Overview You can configure For Your Information (FYI) Request settings that enable Reviewers to view detail editor of a record in Online Reviews. NOTE: Send a FYI request to …
Viewing additional details of a record in Online Reviews
Overview In Online Reviews, you can view additional details of a record using the following methods: From the Show Detail drop-down menu From the right-click menu of a record …
Difference between Recall Approval and Cancel Approval
Overview A Review Request sender can recall or cancel the submitted Approval Request. Recall Approval and Cancel Approval are two different actions in a Review Package. This article describes …
How to include Revision History table in a OneView Review Document
Overview In OneView Review Documents, you can now include Revision History of user created Baselines. This can be done by adding a bookmark in a review template. This article …
How to display a Rich Text field for OneView record type in a review document
Overview You can display Rich Text fields content in a review document of OneView record type. This article describes the procedure to display a Rich Text field for OneView …
Using Create Approval Request Wizard
What is Create Approval Request Wizard? Create Approval Request Wizard walks you through simple steps for sending records for approval to Authors and Collaborators. You can access this wizard …
How to add Custom Properties to Header, Footer and Front Page of the Reviews and Approvals Default Template
Overview A default document template is used to generate a Review Document that is sent for review and approval. You can add custom properties to the header, footer and …
How to create new Custom Properties for OneView Custom Fields for the Reviews and Approvals Default Template
Overview A default document template is used to generate a review document that is sent for review and approval. With TopTeam Desktop App version 8.207 and higher, you can …
How to add or customize a template for generating OneView Review Documents
Overview You can add or customize a document template to generate review documents for OneView that are sent for review and approval. This article describes the procedure to add …