Monitoring Pending Approvals Setting Up Approvals

Preparing to Add Content 5-41 the portal and continue to work on them without having to wait for approval. Drafts are not displayed when the page is viewed. When the draft is finalized and the contributor submits it for approval, it is routed through the approval process if one is defined. See Section 2.7.1.1.3, Submitting a Draft Item for Approval . Keep in mind that, once enabled, this option cannot be disabled until all draft items are submitted for approval. It is possible for approvals to be enabled without there being any defined approval process. Consequently, it is possible to enable drafts for everyone without ultimately requiring that their finalized content be approved. Keep in mind, however, if you have users with the Manage Items with Approval page group privilege, and no approval process is defined, this privilege is equivalent to the Manage Content items page group privilege. In other words, such users will be able to add content that has not been through an approval process. To enable draft items:

1. From the Page Groups portlets Work In drop-down list, choose the page group to

be edited. By default, the Page Group portlet is located on the Build tab of the Builder page.

2. Click the Configure link.

3. Click the Approval tab.

The Approval tab is available only if approvals and notifications have been enabled for the page group. See Section 5.4, Setting Up Approvals .

4. Select Enable Item Drafts to enable users to add draft versions of items to pages in

the page group. Draft items are visible only to the item owner in the Pending Items Preview and List editing views. Once the draft is finalized, the user can submit the item for approval from the Actions page. Once enabled, this option cannot be disabled until all draft items in this page group are submitted for approval.

5. Click OK.

5.4.6 Setting Up Expiry Notifications for a Page Group

Expiry notifications notify one or more recipients users or groups when an item in the page group is about to expire.

5.4.6.1 Setting Up Expiry Notifications

To set up expiry notifications for a page group:

1. From the Page Groups portlets Work In drop-down list, choose the page group to

be edited. By default, the Page Group portlet is located on the Build tab of the Builder page.

2. Click the Approval tab.

The Approval tab is available only if approvals and notifications have been enabled for the page group. See Section 5.4, Setting Up Approvals .

3. In the Recipients field in the Expiry Notifications section, select one or more

recipients users or groups to notify when an item in the page group is about to expire. Click the Browse Users icon to notify a user, or the Browse Groups icon to notify a group. 5-42 Oracle Fusion Middleware Users Guide for Oracle Portal Use a semicolon ; as the separator between multiple users and groups. This field can include both users and groups. Oracle Portal includes the following special recipients: ■ PAGE_GROUP_MANAGER: Any user or group with the Manage All privilege on the page group, or the Manage All global privilege on all page groups. ■ PAGE_MANAGER: Any user or group with the Manage privilege on the page. ■ CONTENT_MANAGER: Any user or group with Manage Content or Manage privilege, or the higher-level Manage privilege, on the page. By default, when you enable approvals and notifications for the page group, a single step approval process is defined at the page group level with CONTENT_MANAGER as the default approver. ■ ITEM_OWNER: The owner of the item. When you enter these special approvers, use uppercase text only. Because Oracle Internet Directory can include multiple directory containers that can use the same group names, the distinguished name DN is displayed next to any group that does not belong to the local Oracle Portal instance.

4. In the Notification Time for Recipients field, enter how long in hours before the

item is due to expire to notify the recipients. The default is 48 hours.

5. Click OK.

If a user or group is deleted from the portal, any pending items requiring that user or groups approval will need to be approved or rejected by the page owner or page group administrator. In the approval step, a deleted user is listed as User no longer exists.

5.4.6.2 Displaying Expiry Notifications on a Page

To display expiry notifications on a page: 1. Go to the page where you want to display expiry notifications. For information on locating a page, see Section 8.1, Locating Pages in Oracle Portal .

2. Switch to Edit mode.

3. In the region where you want to display expiry notifications, click the Add

Portlets icon. If you do not see the Add Portlets icon, the region may be an item region, in which case, you cannot add portlets to this region.

4. Click the link for the My Notifications portlet.

By default, the My Notifications portlet is located under the Portal Content Tools page of the Portlet Repository. If you cannot find the My Notifications portlet under this page, use the Search field.

5. Click OK.

6. Next to the portlet, click the Actions icon.

7. Click Edit Defaults.