Configure Default Template Approval Labels



  • This article is for BrightWork 365 Release February 2023 (v1.6) and newer.
  • These configuration changes can be done in the BrightWork 365 managed solution.
  • The BrightWork Template Editor security role is required to make these configuration changes.

Request Templates Default Approval Labels

  1. Login to the solutions page for the BrightWork 365 environment.
  2. Click Solutions and enter the BrightWork 365 solution.
  3. Expand Tables and the Request Template table, click Business rules, and open the Request Template Defaults business rule.
  4. Deactivate the rule.
  5. Click the Set Default Value Approve, Set Default Value Back to Draft, or the Set Default Value Reject action to change the default value of any of those actions.
  6. Click Apply.
  7. Save and activate the rule.
  8. Close the rule.

Project Templates Default Approval Labels

  1. Login to the solutions page for the BrightWork 365 environment.
  2. Click Solutions and enter the BrightWork 365 solution.
  3. Expand Tables and the Project Template table, click Business rules, and open the Project Template Defaults business rule.
  4. Deactivate the rule.
  5. Click the Set Default Value Approve or Set Default Value Reject action to change the default value of any of those actions.
  6. Click Apply.
  7. Save and activate the rule.
  8. Close the rule.