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Automated Workflows are available in FileCloud 21.2 and later.

Disabling Automated Workflows

Automated Workflows enable users in the user portal to create automated processes, such as file approvals and file storage. By default the Automated Workflow function is enabled, but you can disable it.

To disable the Automated Workflows for certain users, disable them in the users' policies. 

  1. In the Admin portal, go to Settings > Policies.
  2. Open the policy assigned to the users, and click the User Policy tab.
  3. Change the setting of Disable Workflow Automation from NO to YES.
  4. Click Save.
    The Workflows navigation link no longer appears in the user portal of users assigned to the policy.

Requiring a Share Approval Workflow

A Share Approval workflow is a specialized type of workflow that requires a share to be approved before it is made available.
In order for a Share Approval workflow to become active for specific users, you must mark it required in their policies and choose the specific Share Approval workflow to use.

For the Share Approval workflow to require approval for all of the policy's users, the Share Approval workflow creator must be a promoted Admin with all User Share permissions enabled.
If the Share Approval workflow creator is not a promoted Admin with all User Share Permissions enabled, only the creator's shares will require approval.

In addition, in order to approve the shares, the share approver(s) specified in a Share Approval workflow (in Approver Emails) must be promoted Admins with all User Share permissions enabled. Please confirm this before choosing the workflow as the Selected Workflow.


  1. In the Admin portal, go to Settings > Policies.
  2. Open the policy assigned to the users, and click the User Policy tab.
  3. Change to setting of Require Share Approval from NO to YES.
  4. In Selected Workflow, choose the Share Approval workflow to make effective.

For end user information on creating Automated Workflows, see Workflow Automation.

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