Presets - Activating update approvals

Preset approvals are set by the main template that the preset is created from. Only users that can manage templates will be able to change this setting.

Once a template has this option set, all presets created from it will require approval before they can be updated to the next version.

This article assumes you have already created the Preset you want to activate update approvals on. 
If you haven't created the Preset yet, you can learn how to create a new preset here.

Checking if update approvals are already on

You can check to see if a preset has update approvals on already, by viewing its settings under Admin / Templates / Presets. Navigate to the Approvals section and if it says 'No workflow' then there are no approval workflows set for preset updates.

Follow the instructions below to turn them:

Only users that can manage templates can apply the following steps.

Instructions to set update approvals

1

From the main menu, select Admin, and click Templates

2

If you know which is the main template that created the Preset, you can select it from the list to access its settings.

If you are unsure, click Presets in the submenu, and locate the preset you wish to update. From it's setting page, click the template name underneath 'Template' in the Details section (if this is not clickable, you may not have template managing permission)

3

Once inside the template's settings, navigate down to the  Presets section and click the Edit link

4

In the Approval (preset updates) field, select the relevant approval workflow to be applied.

Note: All presets created from this template will require approval when updated

5

Click Update template button at the bottom of the screen to apply changes