Interaction Designer – File Approval Ramifications
Overview
The following sections discuss the ramifications of file approval within the Interaction Designer.
Offer Approval and the Interaction Designer
File approvals are not taken into account when executing offers in Test mode.
However, in Production mode, when executing offers:
If both interaction and offer approval are disabled, approvals are disregarded when executing workflows in Production mode.
If interaction approval is disabled and offer approval enabled, it is not possible to execute an offer activity without an approved version of the offer template with which it is configured.
If an approved offer template version exists:
If the current version is approved, it is used at offer activity execution.
If a previous version is approved (but the current is not), the previous version is used at offer activity execution.
If interaction approval is enabled and offer approval is disabled, it is not possible to execute a workflow unless the interaction within which it exists has been approved. Any offers’ approval statuses are not taken into account.
If both interaction and offer approval are enabled:
It is not possible to execute a workflow unless the interaction within which it exists is approved.
It is not possible to execute an offer without an approved version. If an approved version exists it is used (whether the current version, or a previous version (if the current version is not approved)).
Offer Approval and Interactive Activity Execution
If offer approval is enabled and a long-running interactive activity, which triggers downstream execution of an offer activity, is running, the offer activity will use content based on the most recent approved version (as might be expected).
If the offer activity’s template is updated and approved, on the next occurrence of the offer activity’s execution, the newly approved content will be used. If the offer template is updated but not approved, the older, approved version will continue to be used.
Offer Activity Configuration Panel – Approval Status Icon
Also, within the Interaction Designer, the icon displayed within an offer activity’s configuration panel gives a visual indication as to the approval status of the offer template with which it is configured. Note that this only applies if offer approval has been enabled.
The following summarizes the display of the icon in this context:
Not approved: gray/yellow icon
Awaiting approval: amber icon
Approval denied: red icon
Approved: green icon
Not approved (previous version approved): half green, half grey/yellow icon
Awaiting approval (previous version approved): half green, half amber icon
Approval denied (previous version approved): half green, half red icon.