How to Configure Auto Approval Stage Gates

Direct Answer: How to Configure Auto Approval Stage Gates in OnePlan

To configure an auto approval stage gate in OnePlan, open the Plan Details Form Editor for the Plan Type, select the ⋮ (kebab) menu for the process flow step you want to configure, select Edit, and go to the Stages tab. Add the next step the workflow should route to, select its Edit icon to open the Approval tab, and enable the Auto Approve checkbox in the Add Approval form. Configure any Fields To Update On Approval (for example, setting State to Closed) and select Save to apply the workflow. Once configured, the plan automatically moves to the next phase without manual approval, and any approval-triggered updates or conversions run automatically.

What This Article Covers: Auto Approval Stage Gates

This article explains how to configure automatic approvals within a stage gate workflow in OnePlan.

What you will accomplish You will set up a stage transition that does not require manual approval and automatically updates fields and triggers workflow actions when the plan moves to the next phase.

Before You Begin: Configure Auto Approval Stage Gates

• You must have Owner permissions.
• A stage gate workflow must already exist and contain at least one step.
• You must know which stage transition you want to automate (for example, Monitoring → Closure).
• You should understand which fields or conversions need to run on approval.

Step-by-Step: Configure Auto Approval Stage Gates

Task: Open the Stage Gate Configuration for a Process Step

1. Open the Plan Details Form Editor for the desired Plan Type.
2. Select the ⋮ (kebab) menu for the process flow step you want to configure (for example, Monitoring).
3. Select Edit.
4. In the Edit Step form, go to the Stages tab.

Task: Configure the Stage Transition

1. In Stage Type, select Standard Stage Gate.
2. In the Add Step field, select the next stage (for example, Closure).
   • The selected step appears in the list below.

Task: Open the Approval Configuration

1. Click the Edit icon for the added step.
   • This opens the Approval Process: [selected step] page.
2. Go to the Approval tab.
3. Click Add Approval to open the Add Approval form.

Task: Enable Auto Approval

1. Select the Auto Approve checkbox. The form updates to remove manual approval settings and show only:
   • Fields To Update On Approval
   • Conversion

Task: Configure Fields to Update on Approval

1. In Fields To Update On Approval section, click Add Field.
2. In the Add Field To Update form:
   1. In Field, select the field you want to affect
   2. In Value, select the state you want the field to update to
3. Click Save to add the field update.

Task: Save the Workflow Configuration

1. Click Save to add the approval configuration.
2. Click Save again to return to the Stages tab. You can set up additional stage gate workflows if desired.
3. Click Save for the Edit Step form.
4. Click Save for the entire plan or workflow configuration.

Why This Matters: Stage Gate Workflows in OnePlan

Context: Eliminating Manual Approval Steps

Auto approval allows a stage transition in OnePlan to proceed without requiring action from another user. This improves workflow efficiency and reduces delays in project progression.

Context: Ensuring Consistent Updates

When Auto Approve is enabled, any configured Fields To Update On Approval and Conversion actions still run automatically. This ensures consistent data updates even without manual approval.

Context: Supporting Standardized Processes

Auto approval is useful for predictable transitions—such as moving from monitoring to closure—where approval is always expected and does not require review.

Frequently Asked Questions: Auto Approval Stage Gates

What happens when auto approval is enabled in OnePlan? When Auto Approve is enabled in OnePlan, the workflow automatically advances to the next stage without user approval, and any configured Fields To Update On Approval and Conversion actions run automatically.

Can I update fields during auto approval in OnePlan? Yes, in OnePlan, you can configure Fields To Update On Approval even when Auto Approve is enabled. For example, you can set the State field to Closed during the transition.

Does auto approval still trigger conversions in OnePlan? Yes, auto approval in OnePlan still triggers any defined Conversion actions, just as a manual approval would.

What to Do Next: Auto Approval Stage Gates

• How to Configure Stage Gate Approvals
• How to Configure a Standard Stage Gate
• Stage Gate Workflow Configuration in OnePlan - Guided Workflow