LP3: Editing an Approval/Bypass an Approver/Abort an Approval Early

Go to your Activities page and select the activity you are working on.
Navigate to the tasks tab and locate the approval you are wanting to edit. Select the three dots to the right side of the approval (as seen below).

In the edit approval page, you can see the different steps in the current approval task. To change any of these steps, select the pen tool at the right side of the approval step. This will display more editing functions.

When editing the top approval, you can edit the step name (this is the approval name). This view also shows the overall duration of the approval (as seen in the above screenshot).

When you select the pen tool on any of the current steps, you can update the step name, duration, contacts, predecessors and approval options. 

When adding a new assignee, to an approval you are able to mark them as bypassable or not.

 

Changing the predecessors changes the order of the approval steps. When editing the predecessors for an approval step, you need to select the approval step you would like to follow from. The predecessors must be set in the correct order that you would like the approval to follow. 

To add an approval step into an approval cycle, select + step at the top of the edit approval page.

Once the new step has been added, fill in the step name, duration, assignees, predecessors and the approval options.

Once all details are filled in, you can see the predecessors on the left side and you also have the option to delete (red button next to the edit button) a step approval when you are editing (pen button) that step.

 

Approval Bypass

If you want to bypass an assignee on an approval and they are the only one on the step, you can do this by navigating to the activity summary page and selecting the 'Tasks' tab.
Under the 'Actions' column for the approver you wish to bypass, select the three dots ‘…’ and select 'Bypass Assignee'. This will allow you to enter a reason for bypass, which will be captured in the workflow as a reference. 

Assignees can also be bypassed for Pending approval tasks and the bypassed user will not receive an email notification.

 

Abort Approval

An approval can be aborted if necessary, this will completely skip the approval process & route to a brief stage. This will be most commonly used if a mistake has been spotted on the artwork as the artwork goes on approval, meaning the user does not want the client to review the artwork in its current state.

 

To abort an approval, go to the task tab in an activity:

Go to the 3 dots on the approval you wish to abort, click it and 'abort approval' option will pop up:

 

You will be asked to provide a reason for the abort & whether you want to send an email to the assignees once aborted. Finally, enter your password and select Abort Approval to complete this task.