Performing Actions on Items

2-30 Oracle Fusion Middleware Users Guide for Oracle Portal actions you can perform on items, see Chapter 14, Working with Items and Chapter 15, Working with Portlets.

2.7 Getting Your Content Approved

If you have the page privilege Manage Items with Approval or the option Require Approval for All Users is set at the page or page group level any changes and additions that you make to Oracle Portal content must be approved by one or more people before the modifications become visible to others. To help you keep track of content waiting approval, you’ll want to have the My Approval Status portlet on one of your frequently used pages so you can quickly see whether your content has been approved. It is possible to upload draft content to the portal without having to wait for approval. Drafts are not displayed to other users viewing the page. You can continue to work on drafts until they are finalized and ready for approval. See Section 2.7.1.1.3, Submitting a Draft Item for Approval. To use the draft feature, approvals must be enabled for your page group. You’ll find information on how to do this in Section 5.4, Setting Up Approvals. If you want to find out whether there are items pending approval on a particular page, you can view the page in Pending Items Preview mode. In this mode, items not yet approved show the status Pending or Update Pending. You can also resubmit or delete rejected items and view draft items from here. For more information, see Section 2.7.1.1, Using the Pending Items Preview Mode. If you are part of an approval chain, use the My Notifications portlet and the My Worklist portlet to check whether something requires your approval. You may respond by approving or rejecting the item in question. This section contains the following sub-sections: ■ Section 2.7.1, Submitting Content for Approval ■ Section 2.7.2, Approving or Rejecting Content

2.7.1 Submitting Content for Approval

Oracle Portal includes a special page privilege Manage Items with Approval. If you have this privilege on a page or the option Require Approval for All Users is set for the pagepage group you can add items to the page but the items do not become visible to other users until they have been approved. The users responsible for approving the items are specified in the page or page group’s approval process. See Chapter 20, Setting Up an Approval Chain for more information. For example, if all product whitepapers must be reviewed by your legal department before they are published you may have an approval process set up that includes the legal department as one of the required approvers.

2.7.1.1 Using the Pending Items Preview Mode

Use the Pending Items Preview mode to preview your items that are pending approval directly on the page. Note: Pending Items Preview mode is not available for Page portlets. See Section 2.5.2, Accessing Page Portlet Editing Tools. . Interacting with Your Portal 2-31 Figure 2–14 The Pending Items Preview Mode Link To access this mode, click Pending Items: Preview when editing a page. If this option is not available, Approvals and Notifications are not enabled for the page group. See Section 5.4, Setting Up Approvals. In Pending Items Preview mode: ■ New items are displayed with the status Pending. ■ Updated items are displayed with the status Update Pending. This mode displays the updated item, whereas other editing modes display the existing item. ■ Draft items are displayed with the status Draft. Draft items are visible to the item owner only. ■ Hidden, deleted, and expired items are displayed along with an indicator of their current status. The Edit Defaults and Actions icons display next to hidden and expired items, enabling you to show and unexpire such items in this view. Items with the status Pending, Update Pending, or Draft, are not displayed in Graphical or Layout mode because these modes do not display pending items.

2.7.1.1.1 Resubmitting Rejected Items If your item is rejected, you can edit the item and

then resubmit it for approval. Click the Edit icon next to the rejected item to make your changes. After you edit the item, it is resubmitted for approval.

2.7.1.1.2 Deleting and Un-deleting Rejected Items You can delete rejected items if you

wish. To do this, click the Actions icon next to the item and click Delete. Additionally, you can un-delete a rejected item that was deleted by clicking the Actions icon next to the item and then Undelete. If you do this, the item returns to a rejected status.

2.7.1.1.3 Submitting a Draft Item for Approval In Pending Items Preview mode, draft items

are visible to the item owner only. Once a draft is finalized, you can submit the item for approval and once approved it becomes visible to other users. To submit a draft item for approval, click the Actions icon next to the item and click Submit for Approval . If item versioning is enabled Simple or Audit you must choose the version control option appropriate for your item: Add Item As New version, but not as Current Version, Add Item As New and Current Version, Overwrite Current Version Simple only. For more information, see Section 5.5.2, Setting the Item Versioning Level for a Page Group.

2.7.1.1.4 Deleting a Draft Item You may delete a draft item if you are the item owner.

Note that when you delete a draft item, it is irrevocably deleted from the portal; there is no Undelete option. The only way to restore the item is to add it to the page once again. To delete a draft item in Pending Items Preview mode, click the Actions icon next to the item and click Delete.

2.7.1.1.5 Submitting Versioned Items for Approval You can edit an earlier version of an

item and submit it for approval. The older version, rather than the current version, is overwritten.