How do I create an approval process including document uploads?

We are looking to create an application in Workshop where the users are able to upload business cases, reviewers are able to add comments, approve, not approve etc and then be able to download the file at any single point in the process. I believe this can be done but not sure how to approach this so any help will be welcome!

Hey - the simple way to do this is to have an ontology object type with an attachment property and a status property. From there you have one action that creates an object when a user uploads an attachment, and a second review action that updates the status when a second user reviews it.

The nice thing about this is you can add custom permissions to the status review action.

Also, if you need to see status history, consider turning on action logs for your review action.

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Thank you and this can be done in Ontology Manager? (I’ll give it a go and mark as solution when done!)

Yep - you will need to first add the necessary columns in your backing dataset (can also be done via edit-only properties in ontology manager)

and then creating the actions can be done in ontology manager.

If you are unfamiliar with properties and actions, I would suggest the E2E speedrun on learn.palantir.com