When using Edit Template, common questions usually involve post-publish edits, control ordering, process nodes, and the effect of disabling a template; here are 4 frequent questions and answers.
FAQ
Can I still edit a template after publishing it?
- Open the Light Approval admin console.
- Open Template Management or My Templates.
- Find the target template and click Edit.
- Publish the template again after your changes are complete.
Can I reorder form controls?
- Open the template's Form Settings page.
- Select the control you added.
- Drag the sort handle above the control to move it.
- Confirm that the display order in the form design area has updated.
How do I add multiple approval nodes or CC nodes?
- Open the template's Process Settings page.
- Add more approval nodes or CC nodes under the existing process.
- Configure the approvers, rules, and scope for each node.
- Check that the process diagram now shows the full multi-step flow.
Will disabling a template affect approval forms that were already started?
- Find the target template in the template list.
- Review its current usage before you disable it.
- After the template is disabled, it can no longer be used to start new approval forms.
- Approval forms that were already started can continue in the original process.
Glossary
| Term | Definition |
|---|---|
| Light Approval | A WPS collaboration capability for starting, routing, and managing approval processes. |
| Template Management | The management area for viewing, editing, copying, disabling, and deleting approval templates. |
| Form control | A field element used in an approval form, such as single-line text, date, attachment, or amount. |
| Approval rule | The processing rule used when multiple approvers participate, such as sequential approval, joint approval, or any-one approval. |